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
1926
$4.46M ﹤0.01%
302,130
+13,767
1927
$4.46M ﹤0.01%
105,267
-22,802
1928
$4.46M ﹤0.01%
236,987
-4,930
1929
$4.46M ﹤0.01%
654,234
-274,440
1930
$4.45M ﹤0.01%
223,240
+150,402
1931
$4.45M ﹤0.01%
21,112
+6,547
1932
$4.44M ﹤0.01%
397,583
+34,290
1933
$4.44M ﹤0.01%
87,394
-1,086
1934
$4.43M ﹤0.01%
42,066
-17,745
1935
$4.42M ﹤0.01%
354,725
+132,013
1936
$4.42M ﹤0.01%
166,985
-193,804
1937
$4.42M ﹤0.01%
89,143
+61,572
1938
$4.41M ﹤0.01%
333,630
+22,348
1939
$4.4M ﹤0.01%
57,168
-41,220
1940
$4.4M ﹤0.01%
205,410
+28,676
1941
$4.4M ﹤0.01%
80,071
-20,467
1942
$4.39M ﹤0.01%
13,380
+6,370
1943
$4.38M ﹤0.01%
590,798
+399,084
1944
$4.38M ﹤0.01%
17,984
+1,562
1945
$4.37M ﹤0.01%
835,483
+247,663
1946
$4.37M ﹤0.01%
357,207
+6,081
1947
$4.35M ﹤0.01%
523,638
-359,596
1948
$4.34M ﹤0.01%
200,955
+198,815
1949
$4.34M ﹤0.01%
68,845
+3,829
1950
$4.34M ﹤0.01%
330,610
-54,177
76 77
78
79 80