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
126
$360M 0.16%
6,865,432
-1,825,672
127
$358M 0.15%
3,421,766
+19,612
128
$354M 0.15%
6,732,504
-1,867,576
129
$352M 0.15%
3,943,888
-336,304
130
$348M 0.15%
21,121,530
+1,316,370
131
$348M 0.15%
8,030,485
+376,747
132
$345M 0.15%
3,344,460
+1,567,704
133
$343M 0.15%
4,634,593
+1,383,961
134
$342M 0.15%
3,991,390
+1,458,961
135
$340M 0.15%
4,251,489
+7,554
136
$339M 0.15%
6,568,044
-1,472
137
$330M 0.14%
14,004,240
+139,580
138
$328M 0.14%
4,871,952
-3,674,970
139
$322M 0.14%
6,211,034
-271,752
140
$319M 0.14%
4,234,280
-755,036
141
$313M 0.14%
2,931,964
+97,678
142
$309M 0.13%
1,766,564
-55,410
143
$305M 0.13%
10,328,050
+1,588,310
144
$299M 0.13%
10,087,365
-176,154
145
$299M 0.13%
6,661,278
+2,567,231
146
$298M 0.13%
4,674,070
+643,691
147
$296M 0.13%
5,690,801
-371,297
148
$295M 0.13%
7,474,594
-1,489,216
149
$295M 0.13%
50,931,280
-21,471,000
150
$293M 0.13%
1,215,021
+127,694
4 5
6
7 8