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
1301
$7.4M ﹤0.01%
393,057
+286,531
1302
$7.4M ﹤0.01%
773,241
-21,491
1303
$7.39M ﹤0.01%
63,056
-17,002
1304
$7.39M ﹤0.01%
194,968
-22,348
1305
$7.38M ﹤0.01%
555,072
-197,333
1306
$7.35M ﹤0.01%
649,463
-34,669
1307
$7.33M ﹤0.01%
207,883
+137,975
1308
$7.32M ﹤0.01%
273,291
+37,869
1309
$7.28M ﹤0.01%
463,022
+103,030
1310
$7.28M ﹤0.01%
65,989
+1,499
1311
$7.27M ﹤0.01%
9,208
-1,966
1312
$7.27M ﹤0.01%
181,789
-23,178
1313
$7.25M ﹤0.01%
345,131
+296
1314
$7.24M ﹤0.01%
888,389
+115,068
1315
$7.21M ﹤0.01%
831,129
+229,729
1316
$7.19M ﹤0.01%
175,076
-63,244
1317
$7.18M ﹤0.01%
1,032,390
+17,230
1318
$7.18M ﹤0.01%
793,052
-707,009
1319
$7.18M ﹤0.01%
271,416
+34,482
1320
$7.16M ﹤0.01%
73,781
+30,730
1321
$7.12M ﹤0.01%
155,826
-66,540
1322
$7.1M ﹤0.01%
273,262
+96,617
1323
$7.1M ﹤0.01%
85,617
-34,682
1324
$7.04M ﹤0.01%
294,532
+264,020
1325
$7.04M ﹤0.01%
134,429
+45,119
51 52
53
54 55