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
1876
$4.79M ﹤0.01%
84,161
+2,842
1877
$4.78M ﹤0.01%
157,220
-54,167
1878
$4.76M ﹤0.01%
802,069
+117,982
1879
$4.76M ﹤0.01%
141,211
+4,040
1880
$4.75M ﹤0.01%
314,938
+105,701
1881
$4.74M ﹤0.01%
85,470
+12,421
1882
$4.74M ﹤0.01%
78,484
-50,279
1883
$4.74M ﹤0.01%
96,321
+47,121
1884
$4.74M ﹤0.01%
438,379
+36,315
1885
$4.72M ﹤0.01%
214,468
+2,006
1886
$4.72M ﹤0.01%
193,983
-40,622
1887
$4.71M ﹤0.01%
135,006
+2,142
1888
$4.71M ﹤0.01%
70,004
+714
1889
$4.7M ﹤0.01%
181,318
+28,480
1890
$4.69M ﹤0.01%
33,912
+3,795
1891
$4.69M ﹤0.01%
551,753
+61,002
1892
$4.69M ﹤0.01%
91,145
-2,558
1893
$4.68M ﹤0.01%
360,173
-92,240
1894
$4.68M ﹤0.01%
272,825
-4,958
1895
$4.67M ﹤0.01%
172,691
-12,492
1896
$4.66M ﹤0.01%
82,119
-7,883
1897
$4.65M ﹤0.01%
109,650
+11,247
1898
$4.65M ﹤0.01%
194,503
+155,559
1899
$4.65M ﹤0.01%
39,717
-31,200
1900
$4.64M ﹤0.01%
102,044
-3,274
74 75
76
77 78