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
1151
$13.2M 0.01%
261,728
-203,302
1152
$13.2M 0.01%
190,505
+108,751
1153
$13.1M 0.01%
293,654
-21,994
1154
$13.1M 0.01%
252,030
+25,404
1155
$13M 0.01%
208,801
-8,496
1156
$13M 0.01%
1,373,901
-81,687
1157
$13M 0.01%
514,698
-57,319
1158
$13M 0.01%
381,766
+68,556
1159
$13M 0.01%
731,325
-38,495
1160
$13M 0.01%
265,188
-92,511
1161
$12.9M 0.01%
114,514
-128,412
1162
$12.9M 0.01%
509,946
+485,611
1163
$12.9M 0.01%
497,617
-73,080
1164
$12.8M 0.01%
754,602
+79,995
1165
$12.8M 0.01%
119,510
+10,976
1166
$12.8M 0.01%
75,970
-4,217
1167
$12.7M 0.01%
257,770
+66,292
1168
$12.7M 0.01%
183,151
-26,099
1169
$12.7M 0.01%
242,304
+9,252
1170
$12.7M 0.01%
1,940,098
+619,050
1171
$12.7M 0.01%
138,217
+137,490
1172
$12.7M 0.01%
564,301
+520,414
1173
$12.7M 0.01%
55,917
+5,376
1174
$12.7M 0.01%
206,300
+15,675
1175
$12.7M 0.01%
454,196
-127,942
45 46
47
48 49