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
1526
$7.77M ﹤0.01%
257,627
-78,195
1527
$7.73M ﹤0.01%
90,688
+1,934
1528
$7.73M ﹤0.01%
291,962
-223,428
1529
$7.68M ﹤0.01%
65,002
-14,795
1530
$7.66M ﹤0.01%
226,072
+41,398
1531
$7.64M ﹤0.01%
220,438
+183,306
1532
$7.61M ﹤0.01%
122,465
-1,200
1533
$7.6M ﹤0.01%
119,124
+41,699
1534
$7.58M ﹤0.01%
+143,471
1535
$7.58M ﹤0.01%
75,109
+2,626
1536
$7.58M ﹤0.01%
3,170,311
+165,618
1537
$7.53M ﹤0.01%
200,062
+47,344
1538
$7.52M ﹤0.01%
219,711
+41,006
1539
$7.5M ﹤0.01%
67,335
+3,081
1540
$7.49M ﹤0.01%
112,424
+58,069
1541
$7.48M ﹤0.01%
52,517
-7,138
1542
$7.48M ﹤0.01%
174,917
-9,263
1543
$7.47M ﹤0.01%
168,267
-2,950
1544
$7.47M ﹤0.01%
382,563
+212,835
1545
$7.47M ﹤0.01%
123,156
+11,658
1546
$7.45M ﹤0.01%
152,979
+25,606
1547
$7.45M ﹤0.01%
278,716
-134,487
1548
$7.44M ﹤0.01%
345,693
+9,520
1549
$7.44M ﹤0.01%
206,382
+15,515
1550
$7.42M ﹤0.01%
176,027
+38,823
60 61
62
63 64