UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178B
AUM Growth
-$3.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,458
New
Increased
Reduced
Closed

Top Buys

1
+$469M
2
+$430M
3
+$423M
4
JPM icon
JPMorgan Chase
JPM
+$417M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$316M

Top Sells

1
+$701M
2
+$549M
3
+$412M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$390M
5
PEP icon
PepsiCo
PEP
+$371M

Sector Composition

1 Technology 10.62%
2 Financials 9.83%
3 Healthcare 7.35%
4 Industrials 6.61%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$13.7M 0.01%
218,605
-61,593
1127
$13.7M 0.01%
391,194
-125,559
1128
$13.7M 0.01%
759,650
-315,480
1129
$13.6M 0.01%
656,333
+17,305
1130
$13.5M 0.01%
394,174
+332,933
1131
$13.5M 0.01%
178,971
+45,442
1132
$13.5M 0.01%
294,995
-38,676
1133
$13.5M 0.01%
306,250
+116,027
1134
$13.4M 0.01%
2,801,447
+27,878
1135
$13.4M 0.01%
256,549
+133,450
1136
$13.4M 0.01%
298,509
+39,314
1137
$13.4M 0.01%
527,570
+236,308
1138
$13.4M 0.01%
292,443
+89,774
1139
$13.3M 0.01%
364,633
+35,178
1140
$13.3M 0.01%
132,004
+15,702
1141
$13.3M 0.01%
209,294
-44,816
1142
$13.3M 0.01%
347,088
+44,212
1143
$13.3M 0.01%
250,931
+3,815
1144
$13.3M 0.01%
189,714
+13,928
1145
$13.3M 0.01%
262,342
+41,020
1146
$13.3M 0.01%
573,090
-23,280
1147
$13.2M 0.01%
714,329
-74,311
1148
$13.2M 0.01%
158,030
+13,504
1149
$13.2M 0.01%
1,111,880
-405,275
1150
$13.2M 0.01%
277,168
+20,715
44 45
46
47 48