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
1876
$3.24M ﹤0.01%
50,259
+35,413
1877
$3.24M ﹤0.01%
80,061
+53,029
1878
$3.24M ﹤0.01%
228,500
+8,131
1879
$3.24M ﹤0.01%
72,925
+10,532
1880
$3.24M ﹤0.01%
75,189
+2,938
1881
$3.23M ﹤0.01%
477,204
+225,646
1882
$3.23M ﹤0.01%
48,866
-28,966
1883
$3.23M ﹤0.01%
126,805
+86
1884
$3.23M ﹤0.01%
271,793
-23,363
1885
$3.21M ﹤0.01%
160,831
+3,045
1886
$3.21M ﹤0.01%
32,826
+4,799
1887
$3.21M ﹤0.01%
198,000
-36,547
1888
$3.21M ﹤0.01%
353,990
+10,930
1889
$3.2M ﹤0.01%
98,621
+7,903
1890
$3.2M ﹤0.01%
851,556
-338,919
1891
$3.2M ﹤0.01%
126,862
+45,340
1892
$3.2M ﹤0.01%
82,326
-136,248
1893
$3.2M ﹤0.01%
480,913
-83,308
1894
$3.2M ﹤0.01%
1,761,451
+1,568,800
1895
$3.2M ﹤0.01%
913,047
+314,506
1896
$3.19M ﹤0.01%
197,579
+73,139
1897
$3.19M ﹤0.01%
42,829
-33,363
1898
$3.19M ﹤0.01%
33,998
-678,316
1899
$3.18M ﹤0.01%
201,213
-95,265
1900
$3.18M ﹤0.01%
54,591
+21,823
74 75
76
77 78