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
1851
$4.92M ﹤0.01%
151,363
-41,302
1852
$4.92M ﹤0.01%
131,607
-206,793
1853
$4.92M ﹤0.01%
76,959
-49,219
1854
$4.91M ﹤0.01%
427,301
+72,307
1855
$4.91M ﹤0.01%
504,041
+7,686
1856
$4.9M ﹤0.01%
156,403
-117,322
1857
$4.9M ﹤0.01%
99,466
+3,275
1858
$4.89M ﹤0.01%
100,120
-28,839
1859
$4.86M ﹤0.01%
92,652
+31,646
1860
$4.86M ﹤0.01%
71,451
-121,029
1861
$4.86M ﹤0.01%
77,858
-5,587
1862
$4.86M ﹤0.01%
59,821
+49,595
1863
$4.85M ﹤0.01%
155,847
-368,459
1864
$4.84M ﹤0.01%
69,188
-53,124
1865
$4.84M ﹤0.01%
136,932
-142,416
1866
$4.84M ﹤0.01%
1,068,501
+206,009
1867
$4.84M ﹤0.01%
622,650
-116,543
1868
$4.84M ﹤0.01%
85,204
+824
1869
$4.83M ﹤0.01%
119,311
+115,151
1870
$4.83M ﹤0.01%
66,385
+29,747
1871
$4.82M ﹤0.01%
44,543
+5,688
1872
$4.82M ﹤0.01%
153,801
+43,811
1873
$4.81M ﹤0.01%
147,401
+99,764
1874
$4.81M ﹤0.01%
396,981
+14,019
1875
$4.8M ﹤0.01%
213,410
-52,151
73 74
75
76 77