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
2176
$3.19M ﹤0.01%
79,684
+1,078
2177
$3.19M ﹤0.01%
229,527
+2,900
2178
$3.19M ﹤0.01%
67,813
-30,725
2179
$3.19M ﹤0.01%
45,250
-55,588
2180
$3.19M ﹤0.01%
31,954
+13,642
2181
$3.18M ﹤0.01%
346,458
-6,629
2182
$3.17M ﹤0.01%
242,831
-23,805
2183
$3.15M ﹤0.01%
77,221
+26,568
2184
$3.14M ﹤0.01%
95,276
+36,016
2185
$3.13M ﹤0.01%
106,679
-73,320
2186
$3.13M ﹤0.01%
132,238
+10,327
2187
$3.13M ﹤0.01%
61,183
-32,723
2188
$3.13M ﹤0.01%
49,112
-2,075
2189
$3.12M ﹤0.01%
93,112
+38,911
2190
$3.11M ﹤0.01%
118,147
+8,796
2191
$3.11M ﹤0.01%
62,805
-1,759
2192
$3.1M ﹤0.01%
103,237
+66,984
2193
$3.1M ﹤0.01%
502,239
-14,090
2194
$3.1M ﹤0.01%
237,949
+53,309
2195
$3.09M ﹤0.01%
79,557
+42,899
2196
$3.09M ﹤0.01%
84,229
+66,400
2197
$3.08M ﹤0.01%
60,702
+993
2198
$3.08M ﹤0.01%
138,028
+20,401
2199
$3.08M ﹤0.01%
12,060
-21,810
2200
$3.07M ﹤0.01%
186,765
-968
86 87
88
89 90