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
2126
$2.34M ﹤0.01%
309,479
+282,961
2127
$2.34M ﹤0.01%
213,639
+11,422
2128
$2.33M ﹤0.01%
+275,214
2129
$2.33M ﹤0.01%
15,175
+4,325
2130
$2.33M ﹤0.01%
123,650
-8,440
2131
$2.33M ﹤0.01%
93,388
-35,735
2132
$2.33M ﹤0.01%
86,907
-16,377
2133
$2.32M ﹤0.01%
129,764
+18,297
2134
$2.32M ﹤0.01%
100,632
-90,485
2135
$2.32M ﹤0.01%
41,213
+13,017
2136
$2.32M ﹤0.01%
113,569
+12,145
2137
$2.32M ﹤0.01%
21,184
-10,383
2138
$2.32M ﹤0.01%
28,765
+17,660
2139
$2.32M ﹤0.01%
19,368
-2,886
2140
$2.31M ﹤0.01%
100,492
+864
2141
$2.31M ﹤0.01%
428,506
+17,957
2142
$2.31M ﹤0.01%
76,830
+46,429
2143
$2.3M ﹤0.01%
211,018
+15,069
2144
$2.3M ﹤0.01%
47,282
+11,723
2145
$2.3M ﹤0.01%
14,736
+3,169
2146
$2.3M ﹤0.01%
96,209
-6,934
2147
$2.3M ﹤0.01%
257,608
-41,913
2148
$2.29M ﹤0.01%
157,794
+69,104
2149
$2.29M ﹤0.01%
57,732
-18,907
2150
$2.29M ﹤0.01%
62,532
+19,111
84 85
86
87 88