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
1576
$7.21M ﹤0.01%
528,509
+220,833
1577
$7.21M ﹤0.01%
119,020
+18,892
1578
$7.21M ﹤0.01%
324,854
+30,849
1579
$7.19M ﹤0.01%
105,148
+50,203
1580
$7.19M ﹤0.01%
120,142
+61,694
1581
$7.17M ﹤0.01%
69,568
+1,012
1582
$7.17M ﹤0.01%
87,642
+58,486
1583
$7.14M ﹤0.01%
130,701
-24,432
1584
$7.13M ﹤0.01%
114,228
-27,547
1585
$7.12M ﹤0.01%
233,425
-336,939
1586
$7.1M ﹤0.01%
214,038
+102,947
1587
$7.09M ﹤0.01%
258,281
+244,995
1588
$7.08M ﹤0.01%
449,277
+9,031
1589
$7.05M ﹤0.01%
770,241
-55,316
1590
$7.04M ﹤0.01%
118,950
+41,844
1591
$7.04M ﹤0.01%
236,708
-307,023
1592
$7.04M ﹤0.01%
90,193
-51,344
1593
$7.04M ﹤0.01%
129,308
-9,840
1594
$7.03M ﹤0.01%
81,901
-28,622
1595
$7.02M ﹤0.01%
259,795
-36,154
1596
$7M ﹤0.01%
133,124
+58,635
1597
$6.99M ﹤0.01%
705,862
+3,168
1598
$6.98M ﹤0.01%
154,089
+113,656
1599
$6.97M ﹤0.01%
228,392
-2,846,635
1600
$6.97M ﹤0.01%
81,077
-2,582
62 63
64
65 66