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
1176
$12.6M 0.01%
130,341
-1,079
1177
$12.6M 0.01%
80,518
-16,086
1178
$12.6M 0.01%
1,444,848
+51,812
1179
$12.6M 0.01%
121,221
-248,226
1180
$12.6M 0.01%
241,473
-1,026
1181
$12.6M 0.01%
699,867
-30,673
1182
$12.6M 0.01%
199,873
+15,785
1183
$12.5M 0.01%
210,108
+62,300
1184
$12.5M 0.01%
803,887
+38,321
1185
$12.5M 0.01%
10,231
+6,091
1186
$12.5M 0.01%
2,284,709
-636,174
1187
$12.4M 0.01%
92,868
-2,250
1188
$12.4M 0.01%
701,585
+646,941
1189
$12.4M 0.01%
372,974
+62,664
1190
$12.4M 0.01%
499,042
-202,409
1191
$12.4M 0.01%
1,401,849
+2,460
1192
$12.4M 0.01%
406,996
-4,525
1193
$12.4M 0.01%
330,779
+70,594
1194
$12.4M 0.01%
269,091
+78,335
1195
$12.3M 0.01%
127,206
-23,216
1196
$12.3M 0.01%
261,078
-87,872
1197
$12.3M 0.01%
186,164
-4,212
1198
$12.3M 0.01%
678,159
+585,891
1199
$12.3M 0.01%
214,527
+166,046
1200
$12.3M 0.01%
854,028
+215,733
46 47
48
49 50