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
1501
$8.04M ﹤0.01%
277,700
-188,416
1502
$8.02M ﹤0.01%
110,882
+26,975
1503
$8M ﹤0.01%
181,556
+91,187
1504
$8M ﹤0.01%
107,964
+29,550
1505
$8M ﹤0.01%
314,687
+135,333
1506
$7.98M ﹤0.01%
400,304
-57,376
1507
$7.97M ﹤0.01%
118,464
+98,989
1508
$7.96M ﹤0.01%
639,180
+66,380
1509
$7.91M ﹤0.01%
992,201
-62,074
1510
$7.91M ﹤0.01%
196,047
+64,137
1511
$7.9M ﹤0.01%
311,856
-89,640
1512
$7.9M ﹤0.01%
6,838
+6,727
1513
$7.87M ﹤0.01%
104,493
-29,392
1514
$7.87M ﹤0.01%
185,808
+18,635
1515
$7.87M ﹤0.01%
546,621
+60,537
1516
$7.87M ﹤0.01%
197,593
+10,049
1517
$7.85M ﹤0.01%
56,411
+6,035
1518
$7.84M ﹤0.01%
295,832
+148,690
1519
$7.83M ﹤0.01%
238,258
-120,657
1520
$7.82M ﹤0.01%
285,385
-31,910
1521
$7.8M ﹤0.01%
786,285
+604,335
1522
$7.78M ﹤0.01%
93,059
+20,727
1523
$7.78M ﹤0.01%
92,379
+11,508
1524
$7.77M ﹤0.01%
63,070
-71,156
1525
$7.77M ﹤0.01%
319,421
-189,285
59 60
61
62 63