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
1951
$4.33M ﹤0.01%
115,093
-13,876
1952
$4.33M ﹤0.01%
170,282
+154,765
1953
$4.32M ﹤0.01%
146,336
+106,258
1954
$4.32M ﹤0.01%
207,760
-42,831
1955
$4.31M ﹤0.01%
87,763
+25,103
1956
$4.3M ﹤0.01%
20,387
+3,297
1957
$4.29M ﹤0.01%
223,137
-5,192
1958
$4.28M ﹤0.01%
85,256
-9,158
1959
$4.26M ﹤0.01%
316,639
+46,452
1960
$4.24M ﹤0.01%
144,299
+4,819
1961
$4.24M ﹤0.01%
157,598
-125,128
1962
$4.24M ﹤0.01%
120,769
+39,536
1963
$4.23M ﹤0.01%
453,486
+152,031
1964
$4.23M ﹤0.01%
117,120
+98,103
1965
$4.22M ﹤0.01%
107,947
-34,443
1966
$4.21M ﹤0.01%
80,021
+51,895
1967
$4.21M ﹤0.01%
80,694
-5,806
1968
$4.21M ﹤0.01%
195,911
+4,510
1969
$4.2M ﹤0.01%
38,346
+2,571
1970
$4.2M ﹤0.01%
89,051
+72,471
1971
$4.2M ﹤0.01%
115,860
-111,310
1972
$4.2M ﹤0.01%
48,273
-1,982
1973
$4.19M ﹤0.01%
138,138
-331,502
1974
$4.19M ﹤0.01%
69,526
-28,945
1975
$4.19M ﹤0.01%
260,308
+196,447
77 78
79
80 81