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
2051
$2.58M ﹤0.01%
63,176
+2,983
2052
$2.57M ﹤0.01%
61,012
+57,433
2053
$2.57M ﹤0.01%
214,553
+16,039
2054
$2.57M ﹤0.01%
102,042
+3,604
2055
$2.56M ﹤0.01%
41,448
+13,973
2056
$2.56M ﹤0.01%
43,726
+29,819
2057
$2.55M ﹤0.01%
29,699
+11,172
2058
$2.55M ﹤0.01%
67,966
+10,364
2059
$2.55M ﹤0.01%
92,973
-21,167
2060
$2.55M ﹤0.01%
51,530
+7,563
2061
$2.55M ﹤0.01%
73,349
+1,994
2062
$2.55M ﹤0.01%
65,192
-800
2063
$2.54M ﹤0.01%
87,297
-25,019
2064
$2.54M ﹤0.01%
94,982
-10,790
2065
$2.54M ﹤0.01%
38,932
+4,300
2066
$2.54M ﹤0.01%
42,422
+8,173
2067
$2.53M ﹤0.01%
69,799
+3,481
2068
$2.53M ﹤0.01%
417,355
-198,309
2069
$2.53M ﹤0.01%
67,175
+2,719
2070
$2.53M ﹤0.01%
35,206
+9,302
2071
$2.52M ﹤0.01%
190,269
+40,099
2072
$2.52M ﹤0.01%
94,183
-22,476
2073
$2.52M ﹤0.01%
168,875
+48,322
2074
$2.52M ﹤0.01%
88,949
+7,851
2075
$2.51M ﹤0.01%
58,570
+43,960
81 82
83
84 85