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
2026
$2.67M ﹤0.01%
136,798
+34,824
2027
$2.67M ﹤0.01%
692,932
+352,941
2028
$2.67M ﹤0.01%
116,908
+17,093
2029
$2.66M ﹤0.01%
+391
2030
$2.66M ﹤0.01%
219,513
+1,842
2031
$2.65M ﹤0.01%
19,427
-27,543
2032
$2.64M ﹤0.01%
44,472
+6,351
2033
$2.64M ﹤0.01%
93,323
+5,390
2034
$2.63M ﹤0.01%
145,661
-5,159
2035
$2.63M ﹤0.01%
60,071
-54,916
2036
$2.62M ﹤0.01%
221,347
-3,001
2037
$2.62M ﹤0.01%
156,930
+49,961
2038
$2.62M ﹤0.01%
95,711
+17,674
2039
$2.62M ﹤0.01%
686,408
-579,727
2040
$2.62M ﹤0.01%
78,548
-66,477
2041
$2.61M ﹤0.01%
53,521
-733
2042
$2.6M ﹤0.01%
76,503
+22,296
2043
$2.6M ﹤0.01%
162,397
-36,108
2044
$2.59M ﹤0.01%
65,289
+1,688
2045
$2.59M ﹤0.01%
39,708
-16,020
2046
$2.59M ﹤0.01%
182,802
+3,731
2047
$2.59M ﹤0.01%
67,877
-25,792
2048
$2.58M ﹤0.01%
191,147
-2,636
2049
$2.58M ﹤0.01%
49,326
+3,384
2050
$2.58M ﹤0.01%
45,461
+25,240
80 81
82
83 84