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
1276
$10.8M ﹤0.01%
49,738
-25,160
1277
$10.8M ﹤0.01%
127,831
-12,312
1278
$10.8M ﹤0.01%
336,701
-56,154
1279
$10.8M ﹤0.01%
184,874
-17,981
1280
$10.7M ﹤0.01%
1,303,701
+507,315
1281
$10.7M ﹤0.01%
101,586
-57,470
1282
$10.7M ﹤0.01%
395,778
-37,908
1283
$10.7M ﹤0.01%
1,038,833
-19,267
1284
$10.7M ﹤0.01%
211,593
-199,983
1285
$10.6M ﹤0.01%
395,876
+393,478
1286
$10.6M ﹤0.01%
682,842
+68,299
1287
$10.6M ﹤0.01%
410,670
-109,596
1288
$10.6M ﹤0.01%
1,183,064
-329,568
1289
$10.6M ﹤0.01%
2,409,999
+1,439,135
1290
$10.6M ﹤0.01%
119,378
-1,669
1291
$10.6M ﹤0.01%
110,252
-17,063
1292
$10.6M ﹤0.01%
276,795
+23,136
1293
$10.6M ﹤0.01%
163,305
+35,947
1294
$10.6M ﹤0.01%
684,452
-354,803
1295
$10.6M ﹤0.01%
179,003
-41,126
1296
$10.6M ﹤0.01%
415,641
+53,856
1297
$10.5M ﹤0.01%
207,841
+78,578
1298
$10.5M ﹤0.01%
181,925
+70,156
1299
$10.5M ﹤0.01%
181,995
-26,753
1300
$10.5M ﹤0.01%
104,936
+17,084
50 51
52
53 54