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
2151
$2.29M ﹤0.01%
49,991
+49,392
2152
$2.28M ﹤0.01%
124,085
+19,647
2153
$2.28M ﹤0.01%
184,212
-91,766
2154
$2.28M ﹤0.01%
91,073
+59,750
2155
$2.28M ﹤0.01%
38,128
-21,495
2156
$2.27M ﹤0.01%
66,096
+25,086
2157
$2.27M ﹤0.01%
24,854
+6,801
2158
$2.27M ﹤0.01%
23,508
+21,534
2159
$2.27M ﹤0.01%
30,402
-16,872
2160
$2.26M ﹤0.01%
78,982
+8,230
2161
$2.26M ﹤0.01%
40,229
+767
2162
$2.26M ﹤0.01%
490,237
+29,325
2163
$2.26M ﹤0.01%
37,633
+10,056
2164
$2.26M ﹤0.01%
80,948
-1,237
2165
$2.26M ﹤0.01%
101,372
+9,675
2166
$2.26M ﹤0.01%
75,820
-2,841
2167
$2.25M ﹤0.01%
640,325
-114,007
2168
$2.24M ﹤0.01%
18,243
+11,583
2169
$2.24M ﹤0.01%
27,024
-6,792
2170
$2.24M ﹤0.01%
73,726
+10,202
2171
$2.24M ﹤0.01%
88,916
-8,606
2172
$2.23M ﹤0.01%
49,057
-50,862
2173
$2.23M ﹤0.01%
32,399
-2,897
2174
$2.23M ﹤0.01%
58,977
+27,106
2175
$2.23M ﹤0.01%
79,484
+67,437
85 86
87
88 89