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
2076
$2.51M ﹤0.01%
47,961
+9,913
2077
$2.5M ﹤0.01%
22,436
-1,538
2078
$2.5M ﹤0.01%
98,658
+3,592
2079
$2.5M ﹤0.01%
167,475
-17,057
2080
$2.49M ﹤0.01%
61,013
+18,410
2081
$2.49M ﹤0.01%
59,678
+24,455
2082
$2.49M ﹤0.01%
61,705
+29,031
2083
$2.48M ﹤0.01%
45,567
+4,259
2084
$2.48M ﹤0.01%
177,223
-13,150
2085
$2.48M ﹤0.01%
39,965
-46,416
2086
$2.48M ﹤0.01%
124,965
+83,180
2087
$2.48M ﹤0.01%
+129,313
2088
$2.48M ﹤0.01%
163,507
+40,111
2089
$2.47M ﹤0.01%
49,872
+48,969
2090
$2.47M ﹤0.01%
184,662
-142,731
2091
$2.47M ﹤0.01%
55,005
+50,847
2092
$2.47M ﹤0.01%
77,979
+32,475
2093
$2.46M ﹤0.01%
85,438
-119,278
2094
$2.46M ﹤0.01%
48,983
-7,391
2095
$2.45M ﹤0.01%
34,177
+22,656
2096
$2.45M ﹤0.01%
148,079
-26,091
2097
$2.45M ﹤0.01%
82,070
-100,770
2098
$2.44M ﹤0.01%
87,054
-4,113
2099
$2.44M ﹤0.01%
97,005
+9,273
2100
$2.44M ﹤0.01%
44,929
+22,756
82 83
84
85 86