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
2101
$2.43M ﹤0.01%
85,498
-24,654
2102
$2.43M ﹤0.01%
66,244
+26,151
2103
$2.43M ﹤0.01%
175,002
+50,134
2104
$2.42M ﹤0.01%
19,830
+12,453
2105
$2.42M ﹤0.01%
173,860
+74,480
2106
$2.42M ﹤0.01%
175,802
+2,679
2107
$2.42M ﹤0.01%
37,634
+9,551
2108
$2.41M ﹤0.01%
287,161
+21,114
2109
$2.41M ﹤0.01%
90,759
+11,933
2110
$2.41M ﹤0.01%
61,820
+49,549
2111
$2.41M ﹤0.01%
202,232
+18,995
2112
$2.4M ﹤0.01%
255,862
-12,463
2113
$2.4M ﹤0.01%
83,898
+29,913
2114
$2.4M ﹤0.01%
103,879
-41,489
2115
$2.39M ﹤0.01%
116,250
+15,181
2116
$2.39M ﹤0.01%
173,068
-4,152
2117
$2.38M ﹤0.01%
42,515
+13,855
2118
$2.38M ﹤0.01%
23,466
+20,108
2119
$2.37M ﹤0.01%
17,247
-6,903
2120
$2.37M ﹤0.01%
48,131
+29,562
2121
$2.37M ﹤0.01%
71,495
+8,872
2122
$2.36M ﹤0.01%
48,465
-64,770
2123
$2.35M ﹤0.01%
50,889
+16,974
2124
$2.35M ﹤0.01%
48,413
-5,515
2125
$2.34M ﹤0.01%
123,445
+6,098
83 84
85
86 87