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
2151
$3.34M ﹤0.01%
35,305
-485
2152
$3.34M ﹤0.01%
285,890
-30,864
2153
$3.33M ﹤0.01%
66,447
+32,071
2154
$3.33M ﹤0.01%
149,389
+133,856
2155
$3.32M ﹤0.01%
60,545
-8,152
2156
$3.31M ﹤0.01%
40,071
+18,099
2157
$3.31M ﹤0.01%
70,171
-1,273
2158
$3.31M ﹤0.01%
87,465
+1,269
2159
$3.3M ﹤0.01%
58,680
+56,741
2160
$3.3M ﹤0.01%
890,202
+731,073
2161
$3.3M ﹤0.01%
106,082
+25,580
2162
$3.29M ﹤0.01%
42,980
+1,070
2163
$3.28M ﹤0.01%
66,749
+63,299
2164
$3.28M ﹤0.01%
135,529
-13,408
2165
$3.28M ﹤0.01%
51,270
-19,986
2166
$3.27M ﹤0.01%
357,606
2167
$3.26M ﹤0.01%
63,133
-63,624
2168
$3.25M ﹤0.01%
244,521
+67,199
2169
$3.25M ﹤0.01%
29,149
+1,491
2170
$3.24M ﹤0.01%
67,986
-432
2171
$3.23M ﹤0.01%
28,026
+15,308
2172
$3.23M ﹤0.01%
160,871
-175
2173
$3.23M ﹤0.01%
49,925
+31,552
2174
$3.21M ﹤0.01%
200,695
+142,185
2175
$3.21M ﹤0.01%
176,344
+23,173
85 86
87
88 89