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
151
$292M 0.13%
4,998,567
+875,208
152
$291M 0.13%
1,543,706
-87,173
153
$290M 0.13%
1,151,736
+110,054
154
$281M 0.12%
1,667,460
+468,124
155
$280M 0.12%
4,206,786
-156,886
156
$278M 0.12%
2,796,719
-661,687
157
$273M 0.12%
3,160,873
-139,026
158
$265M 0.11%
4,423,511
-429,651
159
$264M 0.11%
4,930,346
-20,466
160
$264M 0.11%
1,632,879
-147,618
161
$262M 0.11%
3,341,733
+51,200
162
$252M 0.11%
7,627,920
+3,141,784
163
$250M 0.11%
2,145,860
-397,530
164
$248M 0.11%
7,212,037
-1,007,959
165
$248M 0.11%
4,111,447
+1,249,985
166
$244M 0.11%
3,928,349
-1,259,847
167
$244M 0.11%
3,215,154
+140,707
168
$243M 0.11%
4,388,134
-437,429
169
$237M 0.1%
6,515,040
+1,616,676
170
$235M 0.1%
977,906
-99,724
171
$231M 0.1%
2,769,161
-329,076
172
$229M 0.1%
1,552,129
+330,389
173
$228M 0.1%
109,498
+28,357
174
$227M 0.1%
3,691,324
-93,230
175
$226M 0.1%
3,812,349
+597,819
5 6
7
8 9