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
1551
$7.42M ﹤0.01%
668,379
-1,976,006
1552
$7.42M ﹤0.01%
181,469
-37,165
1553
$7.41M ﹤0.01%
170,373
+20,233
1554
$7.4M ﹤0.01%
54,693
-7,794
1555
$7.39M ﹤0.01%
64,247
-23,076
1556
$7.38M ﹤0.01%
391,965
-297,346
1557
$7.38M ﹤0.01%
130,267
-32,396
1558
$7.35M ﹤0.01%
231,120
-9,281
1559
$7.35M ﹤0.01%
119,049
+5,372
1560
$7.33M ﹤0.01%
510,154
+46,929
1561
$7.33M ﹤0.01%
87,032
-19,587
1562
$7.33M ﹤0.01%
2,617
-1,616
1563
$7.31M ﹤0.01%
390,905
+120,121
1564
$7.31M ﹤0.01%
251,182
+89,487
1565
$7.31M ﹤0.01%
254,080
+110,044
1566
$7.31M ﹤0.01%
150,918
+2,684
1567
$7.3M ﹤0.01%
79,823
-607
1568
$7.29M ﹤0.01%
410,101
+181,527
1569
$7.28M ﹤0.01%
90,662
+4,895
1570
$7.28M ﹤0.01%
644,057
-138,138
1571
$7.28M ﹤0.01%
464,684
-325,199
1572
$7.25M ﹤0.01%
92,407
+19,199
1573
$7.24M ﹤0.01%
443,017
+385,471
1574
$7.22M ﹤0.01%
1,090,192
-141,560
1575
$7.21M ﹤0.01%
173,220
-727,146
61 62
63
64 65