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
126
$292M 0.16%
2,547,469
-33,895
127
$292M 0.16%
15,713,070
+319,395
128
$290M 0.16%
6,060,315
-581,272
129
$290M 0.16%
1,986,437
+8,812
130
$290M 0.16%
4,079,116
+65,400
131
$288M 0.16%
2,599,137
+49,207
132
$279M 0.15%
6,234,320
-134,864
133
$278M 0.15%
1,722,423
+59,184
134
$273M 0.15%
5,379,339
+80,009
135
$273M 0.15%
1,706,727
+38,776
136
$270M 0.15%
8,546,804
+7,754,263
137
$269M 0.15%
5,573,854
+227,005
138
$263M 0.15%
6,911,271
+134,901
139
$259M 0.14%
7,445,546
-2,725,668
140
$258M 0.14%
2,934,780
+1,401,159
141
$257M 0.14%
1,224,832
+3,148
142
$257M 0.14%
2,809,667
+92,516
143
$252M 0.14%
10,807,765
+1,026,562
144
$248M 0.14%
2,678,296
+129,175
145
$247M 0.14%
3,786,073
+66,478
146
$246M 0.14%
3,098,160
-246,942
147
$245M 0.14%
7,078,590
+2,948,111
148
$243M 0.13%
2,530,436
+90,557
149
$242M 0.13%
9,323,996
+7,589,066
150
$239M 0.13%
10,382,979
-389,745
4 5
6
7 8