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
2001
$4.05M ﹤0.01%
35,039
+8,973
2002
$4.04M ﹤0.01%
81,216
-3,828
2003
$4.04M ﹤0.01%
191,616
+108,878
2004
$4.02M ﹤0.01%
40,245
-1,501
2005
$4.02M ﹤0.01%
4,119
+4,068
2006
$4M ﹤0.01%
19,048
-156
2007
$4M ﹤0.01%
76,162
+27,889
2008
$3.99M ﹤0.01%
59,350
-233,077
2009
$3.99M ﹤0.01%
152,712
+83,523
2010
$3.99M ﹤0.01%
1,010,476
-424,607
2011
$3.99M ﹤0.01%
144,060
-2,170
2012
$3.99M ﹤0.01%
51,622
-42,420
2013
$3.98M ﹤0.01%
203,399
+58,582
2014
$3.97M ﹤0.01%
116,841
+1,806
2015
$3.97M ﹤0.01%
29,961
+11,153
2016
$3.97M ﹤0.01%
208,744
+198,017
2017
$3.96M ﹤0.01%
484,586
-33,502
2018
$3.96M ﹤0.01%
109,907
-566,026
2019
$3.96M ﹤0.01%
176,511
+132,279
2020
$3.95M ﹤0.01%
1,251,540
-109,080
2021
$3.94M ﹤0.01%
67,522
-7,530
2022
$3.93M ﹤0.01%
43,727
-3,398
2023
$3.93M ﹤0.01%
137,526
-41,487
2024
$3.91M ﹤0.01%
120,665
-13,308
2025
$3.91M ﹤0.01%
53,594
-7,343
79 80
81
82 83