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
1951
$2.95M ﹤0.01%
202,709
+14,648
1952
$2.95M ﹤0.01%
80,113
+46,171
1953
$2.95M ﹤0.01%
36,195
+18,120
1954
$2.95M ﹤0.01%
265,889
+9,193
1955
$2.95M ﹤0.01%
196,134
+4,638
1956
$2.94M ﹤0.01%
38,586
+12,577
1957
$2.94M ﹤0.01%
32,856
+27,731
1958
$2.94M ﹤0.01%
28,525
+1,000
1959
$2.94M ﹤0.01%
97,955
+70,961
1960
$2.94M ﹤0.01%
224,720
+45,869
1961
$2.94M ﹤0.01%
38,569
-88,767
1962
$2.94M ﹤0.01%
37,459
+19,944
1963
$2.93M ﹤0.01%
347,502
-202,839
1964
$2.93M ﹤0.01%
80,279
+7,233
1965
$2.92M ﹤0.01%
85,370
-96,220
1966
$2.92M ﹤0.01%
78,073
-1,679
1967
$2.91M ﹤0.01%
19,650
+1,399
1968
$2.89M ﹤0.01%
152,069
-185,732
1969
$2.89M ﹤0.01%
51,505
+25,886
1970
$2.87M ﹤0.01%
95,150
+4,827
1971
$2.87M ﹤0.01%
75,416
+1,648
1972
$2.87M ﹤0.01%
118,150
+25,304
1973
$2.87M ﹤0.01%
72,506
+10,785
1974
$2.86M ﹤0.01%
88,242
-3,075
1975
$2.85M ﹤0.01%
57,577
+56,537
77 78
79
80 81