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
176
$190M 0.11%
3,932,446
-439,857
177
$188M 0.1%
1,482,623
+119,158
178
$187M 0.1%
1,692,084
+162,465
179
$185M 0.1%
1,634,926
+560,752
180
$184M 0.1%
2,234,968
-149,722
181
$182M 0.1%
4,741,360
-31,867
182
$180M 0.1%
5,394,929
+2,703,239
183
$177M 0.1%
14,605,888
-2,818,808
184
$177M 0.1%
1,993,015
+62,987
185
$176M 0.1%
1,992,036
+495,741
186
$174M 0.1%
2,845,228
-1,538,250
187
$174M 0.1%
1,420,019
-156,124
188
$174M 0.1%
1,085,694
+81,553
189
$174M 0.1%
1,714,265
+146,590
190
$171M 0.09%
3,436,746
+1,359,270
191
$169M 0.09%
2,303,734
+358,703
192
$168M 0.09%
1,927,535
+86,904
193
$168M 0.09%
1,370,789
-25,887
194
$168M 0.09%
2,213,521
+256,766
195
$163M 0.09%
825,498
+182,268
196
$162M 0.09%
9,173,390
-647,430
197
$160M 0.09%
2,298,376
-107,071
198
$159M 0.09%
6,017,161
+304,681
199
$159M 0.09%
2,907,550
-641,586
200
$157M 0.09%
3,051,988
-76,743
6 7
8
9 10