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
1976
$4.17M ﹤0.01%
262,231
-67,229
1977
$4.17M ﹤0.01%
137,109
+84,441
1978
$4.16M ﹤0.01%
433,304
-8,960
1979
$4.15M ﹤0.01%
3,221
+44
1980
$4.15M ﹤0.01%
210,160
+33,291
1981
$4.14M ﹤0.01%
85,862
-26,850
1982
$4.14M ﹤0.01%
195,852
-965
1983
$4.13M ﹤0.01%
272,005
-50,410
1984
$4.13M ﹤0.01%
427,807
-458,366
1985
$4.12M ﹤0.01%
142,130
+82,584
1986
$4.12M ﹤0.01%
338,832
-22,419
1987
$4.12M ﹤0.01%
1,491,237
-1,483,334
1988
$4.11M ﹤0.01%
383,861
-122,899
1989
$4.11M ﹤0.01%
71,720
-365,718
1990
$4.11M ﹤0.01%
78,107
+38,805
1991
$4.11M ﹤0.01%
47,647
+102
1992
$4.1M ﹤0.01%
46,470
+2,655
1993
$4.1M ﹤0.01%
67,530
-3,794
1994
$4.09M ﹤0.01%
67,517
+36,358
1995
$4.08M ﹤0.01%
360,831
+58,483
1996
$4.08M ﹤0.01%
128,234
+114,846
1997
$4.08M ﹤0.01%
93,540
+11,558
1998
$4.07M ﹤0.01%
192,529
+151,146
1999
$4.05M ﹤0.01%
157,825
+3,248
2000
$4.05M ﹤0.01%
127,579
-254
78 79
80
81 82