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
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,372
New
Increased
Reduced
Closed

Top Buys

1
+$369M
2
+$318M
3
+$306M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$267M
5
GLD icon
SPDR Gold Trust
GLD
+$261M

Top Sells

1
+$1.47B
2
+$610M
3
+$279M
4
BAC icon
Bank of America
BAC
+$251M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$201M

Sector Composition

1 Financials 8.98%
2 Healthcare 7.52%
3 Technology 7.2%
4 Industrials 6.42%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$239M 0.13%
3,354,858
+289,002
152
$237M 0.13%
9,515,416
+423,168
153
$236M 0.13%
2,902,133
-562,369
154
$234M 0.13%
2,841,200
-644,060
155
$231M 0.13%
2,704,466
+14,652
156
$226M 0.13%
5,935,033
+46,989
157
$223M 0.12%
3,364,535
+1,460,780
158
$216M 0.12%
3,093,643
-6,060
159
$215M 0.12%
2,700,948
-425,707
160
$212M 0.12%
2,565,545
+99,288
161
$209M 0.12%
3,182,368
+50,554
162
$209M 0.12%
4,944,755
+862,614
163
$209M 0.12%
8,686,865
+1,833,049
164
$208M 0.11%
2,661,744
+2,338,126
165
$207M 0.11%
5,633,365
+306,294
166
$204M 0.11%
3,767,906
-37,052
167
$203M 0.11%
5,999,495
+136,964
168
$203M 0.11%
7,069,704
-2,212,586
169
$200M 0.11%
9,666,369
+1,966,946
170
$200M 0.11%
4,106,884
-71,338
171
$198M 0.11%
2,457,238
+156,337
172
$195M 0.11%
1,185,307
+26,743
173
$194M 0.11%
1,896,157
+412,462
174
$192M 0.11%
4,352,274
+59,331
175
$192M 0.11%
3,997,992
-2,072,500
5 6
7
8 9