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
1976
$2.85M ﹤0.01%
84,104
-2,228
1977
$2.85M ﹤0.01%
3,564
+1,663
1978
$2.85M ﹤0.01%
175,692
+53,193
1979
$2.84M ﹤0.01%
257,555
+210,647
1980
$2.84M ﹤0.01%
160,008
+12,512
1981
$2.83M ﹤0.01%
68,387
+2,806
1982
$2.83M ﹤0.01%
144,034
+35,572
1983
$2.83M ﹤0.01%
63,187
-60,191
1984
$2.82M ﹤0.01%
63,845
+9,564
1985
$2.82M ﹤0.01%
13,588
-340
1986
$2.82M ﹤0.01%
48,937
+16,690
1987
$2.82M ﹤0.01%
159,172
+104,039
1988
$2.81M ﹤0.01%
113,168
+64,469
1989
$2.81M ﹤0.01%
456,648
-5,430
1990
$2.8M ﹤0.01%
201,552
-24,135
1991
$2.8M ﹤0.01%
412,139
-277,701
1992
$2.79M ﹤0.01%
78,086
-27,304
1993
$2.79M ﹤0.01%
147,086
+109,874
1994
$2.79M ﹤0.01%
248,208
-23,879
1995
$2.78M ﹤0.01%
100,698
-106,953
1996
$2.78M ﹤0.01%
253,727
+8,171
1997
$2.77M ﹤0.01%
128,922
-51,639
1998
$2.76M ﹤0.01%
242,688
+113,635
1999
$2.75M ﹤0.01%
50,071
+46,021
2000
$2.75M ﹤0.01%
67,961
+2,606
78 79
80
81 82