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
2176
$2.22M ﹤0.01%
36,379
+23,130
2177
$2.22M ﹤0.01%
72,206
-954
2178
$2.21M ﹤0.01%
20,360
+8,838
2179
$2.21M ﹤0.01%
162,295
+111,537
2180
$2.21M ﹤0.01%
715,544
+713,044
2181
$2.21M ﹤0.01%
73,150
+9,110
2182
$2.2M ﹤0.01%
76,287
+1,136
2183
$2.2M ﹤0.01%
46,086
-4,010
2184
$2.2M ﹤0.01%
15,418
-7,682
2185
$2.2M ﹤0.01%
21,932
+6,136
2186
$2.2M ﹤0.01%
20,876
+3,599
2187
$2.2M ﹤0.01%
121,898
+2,523
2188
$2.2M ﹤0.01%
38,832
+34,548
2189
$2.19M ﹤0.01%
36,944
+8,724
2190
$2.19M ﹤0.01%
43,978
+34,317
2191
$2.19M ﹤0.01%
22,955
-4,838
2192
$2.19M ﹤0.01%
63,831
-3,655
2193
$2.18M ﹤0.01%
53,690
-2,728
2194
$2.18M ﹤0.01%
35,467
-5,148
2195
$2.18M ﹤0.01%
91,740
+3,157
2196
$2.18M ﹤0.01%
234,673
+65,104
2197
$2.17M ﹤0.01%
104,005
+4,474
2198
$2.17M ﹤0.01%
189,133
+5,052
2199
$2.17M ﹤0.01%
144,280
-40,570
2200
$2.17M ﹤0.01%
74,704
+10,539
86 87
88
89 90