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
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,372
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
1251
$8.03M ﹤0.01%
34,586
+251
1252
$8.01M ﹤0.01%
106,499
-47,897
1253
$8M ﹤0.01%
378,685
+17,729
1254
$7.99M ﹤0.01%
134,521
+39,192
1255
$7.98M ﹤0.01%
277,361
+140,193
1256
$7.95M ﹤0.01%
203,119
-31,695
1257
$7.94M ﹤0.01%
314,511
+65,786
1258
$7.91M ﹤0.01%
352,903
-97,598
1259
$7.9M ﹤0.01%
153,837
-5,955
1260
$7.89M ﹤0.01%
221,649
+137,746
1261
$7.87M ﹤0.01%
74,153
+2,301
1262
$7.84M ﹤0.01%
107,123
+34,475
1263
$7.84M ﹤0.01%
73,241
-13,543
1264
$7.83M ﹤0.01%
349,923
+14,790
1265
$7.82M ﹤0.01%
799,015
-335,725
1266
$7.77M ﹤0.01%
1,020,029
-815,439
1267
$7.77M ﹤0.01%
137,172
+18,970
1268
$7.76M ﹤0.01%
254,548
+80,496
1269
$7.75M ﹤0.01%
469,084
+116,502
1270
$7.74M ﹤0.01%
98,254
+5,279
1271
$7.74M ﹤0.01%
509,948
-3,065
1272
$7.73M ﹤0.01%
76,510
+29,486
1273
$7.73M ﹤0.01%
321,033
+78,347
1274
$7.71M ﹤0.01%
617,648
+584,084
1275
$7.69M ﹤0.01%
511,257
-3,810
49 50
51
52 53