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
2001
$2.75M ﹤0.01%
49,110
+704
2002
$2.75M ﹤0.01%
143,212
+50,583
2003
$2.75M ﹤0.01%
15,055
-12,622
2004
$2.74M ﹤0.01%
189,199
-22,255
2005
$2.74M ﹤0.01%
103,194
+68,380
2006
$2.73M ﹤0.01%
121,771
+15,723
2007
$2.73M ﹤0.01%
73,766
+10,393
2008
$2.73M ﹤0.01%
32,299
+29,259
2009
$2.72M ﹤0.01%
86,231
+19,141
2010
$2.72M ﹤0.01%
208,534
+3,197
2011
$2.72M ﹤0.01%
52,083
-940,779
2012
$2.71M ﹤0.01%
+68,267
2013
$2.71M ﹤0.01%
63,076
-3,322
2014
$2.71M ﹤0.01%
92,558
+57,839
2015
$2.71M ﹤0.01%
91,626
+1,525
2016
$2.71M ﹤0.01%
36,684
-1,752
2017
$2.71M ﹤0.01%
66,262
-223,894
2018
$2.7M ﹤0.01%
172,826
-43,529
2019
$2.69M ﹤0.01%
58,130
-143,381
2020
$2.69M ﹤0.01%
142,722
+43,773
2021
$2.69M ﹤0.01%
52,367
-22,925
2022
$2.69M ﹤0.01%
142,676
+10,951
2023
$2.69M ﹤0.01%
36,956
+34,978
2024
$2.68M ﹤0.01%
189,067
-458
2025
$2.68M ﹤0.01%
42,367
-27,727
79 80
81
82 83