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
2201
$2.17M ﹤0.01%
29,982
+10,656
2202
$2.16M ﹤0.01%
33,214
-12,134
2203
$2.15M ﹤0.01%
42,251
-5,707
2204
$2.15M ﹤0.01%
56,701
+19,810
2205
$2.15M ﹤0.01%
14,564
+1,351
2206
$2.14M ﹤0.01%
58,122
-70,968
2207
$2.14M ﹤0.01%
97,575
-7,329
2208
$2.14M ﹤0.01%
481,223
+14,908
2209
$2.13M ﹤0.01%
42,929
+16,240
2210
$2.12M ﹤0.01%
42,252
+16,941
2211
$2.11M ﹤0.01%
36,486
+10,527
2212
$2.1M ﹤0.01%
+97,048
2213
$2.1M ﹤0.01%
34,066
-355
2214
$2.1M ﹤0.01%
33,545
-65,968
2215
$2.09M ﹤0.01%
35,095
-95,883
2216
$2.09M ﹤0.01%
41,346
+7,125
2217
$2.08M ﹤0.01%
89,615
+10,237
2218
$2.08M ﹤0.01%
64,764
-48,251
2219
$2.08M ﹤0.01%
19,965
+8,037
2220
$2.07M ﹤0.01%
130,170
+53,750
2221
$2.07M ﹤0.01%
14,238
-57,593
2222
$2.07M ﹤0.01%
26,990
+15,542
2223
$2.07M ﹤0.01%
25,229
+16,074
2224
$2.07M ﹤0.01%
39,206
+2,437
2225
$2.07M ﹤0.01%
219,457
-49,418
87 88
89
90 91