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
176
$226M 0.1%
6,731,428
+135,657
177
$226M 0.1%
11,118,845
+606,529
178
$224M 0.1%
1,037,015
+25,690
179
$220M 0.09%
4,217,970
+955,684
180
$220M 0.09%
4,346,914
-1,196,530
181
$215M 0.09%
1,898,379
+62,606
182
$214M 0.09%
2,474,414
+22,188
183
$212M 0.09%
5,636,509
+161,883
184
$207M 0.09%
927,437
-43,530
185
$205M 0.09%
1,752,608
-2,150
186
$202M 0.09%
3,704,625
+26,636
187
$200M 0.09%
3,951,280
-7,712,514
188
$200M 0.09%
2,275,728
-743,057
189
$199M 0.09%
1,435,279
-38,983
190
$197M 0.09%
4,200,493
-243,396
191
$195M 0.08%
3,018,255
+2,980,175
192
$193M 0.08%
7,688,696
+486,788
193
$193M 0.08%
2,771,924
+160,997
194
$190M 0.08%
3,460,585
+409,674
195
$188M 0.08%
2,060,094
-553,003
196
$187M 0.08%
2,533,496
+29,975
197
$186M 0.08%
2,470,759
-1,116,893
198
$185M 0.08%
4,331,522
+1,512,329
199
$184M 0.08%
2,352,039
+81,255
200
$184M 0.08%
16,624,598
-1,201,280
6 7
8
9 10