UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,373
New
Increased
Reduced
Closed

Top Buys

1
+$369M
2
+$318M
3
+$306M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$267M
5
GLD icon
SPDR Gold Trust
GLD
+$261M

Top Sells

1
+$1.47B
2
+$610M
3
+$279M
4
BAC icon
Bank of America
BAC
+$251M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$201M

Sector Composition

1 Financials 8.98%
2 Healthcare 7.52%
3 Technology 7.2%
4 Industrials 6.42%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$375M 0.21%
3,198,589
+343,716
102
$371M 0.21%
2,877,961
+92,373
103
$370M 0.2%
2,271,847
+10,918
104
$370M 0.2%
3,590,962
+306,655
105
$363M 0.2%
7,511,224
+367,046
106
$361M 0.2%
9,623,180
-35,458
107
$354M 0.2%
6,744,946
-50,722
108
$344M 0.19%
13,724,288
-986,605
109
$339M 0.19%
4,913,260
+294,409
110
$333M 0.18%
2,880,152
+33,384
111
$328M 0.18%
3,231,546
+384,495
112
$324M 0.18%
15,493,985
+11,239,157
113
$324M 0.18%
5,735,992
+686,037
114
$323M 0.18%
5,737,262
+492,544
115
$323M 0.18%
3,820,770
+53,748
116
$315M 0.17%
3,644,847
+909,256
117
$310M 0.17%
5,209,340
+1,321,644
118
$308M 0.17%
7,470,265
-96,054
119
$304M 0.17%
6,723,624
-2,081,057
120
$301M 0.17%
9,315,389
+3,770,994
121
$299M 0.17%
4,810,489
-127,363
122
$299M 0.17%
7,187,841
+722,434
123
$296M 0.16%
2,524,692
+80,411
124
$293M 0.16%
2,757,980
-115,741
125
$293M 0.16%
4,654,514
+1,016,971
3 4
5
6 7