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
1301
$10.5M ﹤0.01%
2,818,872
+180,312
1302
$10.5M ﹤0.01%
122,069
-18,201
1303
$10.5M ﹤0.01%
155,090
+113,697
1304
$10.4M ﹤0.01%
375,014
+51,882
1305
$10.4M ﹤0.01%
208,374
+2,615
1306
$10.3M ﹤0.01%
489,549
+35,773
1307
$10.3M ﹤0.01%
127,066
+12,475
1308
$10.3M ﹤0.01%
99,633
+82,019
1309
$10.3M ﹤0.01%
729,139
+88,325
1310
$10.2M ﹤0.01%
224,266
+14,712
1311
$10.2M ﹤0.01%
269,402
+37,885
1312
$10.2M ﹤0.01%
946,940
-448,429
1313
$10.2M ﹤0.01%
175,540
-10,852
1314
$10.2M ﹤0.01%
118,637
+113,736
1315
$10.2M ﹤0.01%
779,017
-132,371
1316
$10.2M ﹤0.01%
401,017
+41,984
1317
$10.2M ﹤0.01%
772,601
-393,477
1318
$10.1M ﹤0.01%
321,225
+3,195
1319
$10.1M ﹤0.01%
201,617
+26,951
1320
$10.1M ﹤0.01%
485,558
+126,328
1321
$10.1M ﹤0.01%
735,403
+108,591
1322
$10.1M ﹤0.01%
547,067
+541,098
1323
$10.1M ﹤0.01%
253,214
+11,320
1324
$10.1M ﹤0.01%
2,423,409
+608,993
1325
$10M ﹤0.01%
42,968
-5,974
51 52
53
54 55