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
1776
$3.77M ﹤0.01%
89,563
-53,534
1777
$3.75M ﹤0.01%
122,564
-6,903
1778
$3.74M ﹤0.01%
321,543
+75,325
1779
$3.74M ﹤0.01%
111,328
-9,773
1780
$3.73M ﹤0.01%
156,260
-95,495
1781
$3.73M ﹤0.01%
48,829
+3,054
1782
$3.72M ﹤0.01%
1,194,826
+219,465
1783
$3.7M ﹤0.01%
49,206
+21,186
1784
$3.7M ﹤0.01%
202,064
+3,826
1785
$3.69M ﹤0.01%
272,453
-188,785
1786
$3.68M ﹤0.01%
126,287
+3,337
1787
$3.68M ﹤0.01%
160,325
+2,265
1788
$3.68M ﹤0.01%
70,484
+53,466
1789
$3.67M ﹤0.01%
173,598
+15,153
1790
$3.67M ﹤0.01%
202,319
+2,254
1791
$3.66M ﹤0.01%
310,153
+31,789
1792
$3.65M ﹤0.01%
113,451
+12,060
1793
$3.65M ﹤0.01%
32,375
-28,573
1794
$3.64M ﹤0.01%
81,371
-13,622
1795
$3.63M ﹤0.01%
78,880
+7,524
1796
$3.63M ﹤0.01%
59,040
+7,951
1797
$3.62M ﹤0.01%
118,071
-26,457
1798
$3.62M ﹤0.01%
180,261
+34,206
1799
$3.61M ﹤0.01%
52,615
-30,262
1800
$3.61M ﹤0.01%
111,534
+56,727
70 71
72
73 74