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
2101
$3.54M ﹤0.01%
113,593
+6,573
2102
$3.54M ﹤0.01%
163,371
-40,259
2103
$3.53M ﹤0.01%
134,400
-11,858
2104
$3.53M ﹤0.01%
75,739
-41,859
2105
$3.53M ﹤0.01%
332,939
+80,385
2106
$3.52M ﹤0.01%
229,205
+38,779
2107
$3.51M ﹤0.01%
33,579
+1,902
2108
$3.5M ﹤0.01%
230,748
-230,263
2109
$3.5M ﹤0.01%
15,774
-37,538
2110
$3.5M ﹤0.01%
560,420
+8,055
2111
$3.5M ﹤0.01%
67,654
+35,718
2112
$3.49M ﹤0.01%
54,840
-15,474
2113
$3.49M ﹤0.01%
92,761
-161,492
2114
$3.48M ﹤0.01%
114,039
+6,040
2115
$3.48M ﹤0.01%
265,454
-200,932
2116
$3.47M ﹤0.01%
42,983
+5,749
2117
$3.47M ﹤0.01%
114,540
+98,624
2118
$3.46M ﹤0.01%
43,971
+37,585
2119
$3.46M ﹤0.01%
135,628
+29,016
2120
$3.46M ﹤0.01%
85,994
+65,887
2121
$3.45M ﹤0.01%
130,680
-1,483
2122
$3.45M ﹤0.01%
122,527
-375,120
2123
$3.45M ﹤0.01%
18,420
+5,169
2124
$3.45M ﹤0.01%
65,548
+39,239
2125
$3.44M ﹤0.01%
1,333,153
-692,743
83 84
85
86 87