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
2201
$3.07M ﹤0.01%
+137,050
2202
$3.07M ﹤0.01%
144,871
+20,047
2203
$3.07M ﹤0.01%
57,832
+18,338
2204
$3.04M ﹤0.01%
59,688
+42,704
2205
$3.04M ﹤0.01%
33,577
-9,696
2206
$3.04M ﹤0.01%
97,655
+30,111
2207
$3.04M ﹤0.01%
305,635
-110,464
2208
$3.03M ﹤0.01%
86,693
+14,356
2209
$3.03M ﹤0.01%
47,386
-88,722
2210
$3.03M ﹤0.01%
54,650
+383
2211
$3.02M ﹤0.01%
202,665
-5,571
2212
$3.01M ﹤0.01%
257,842
+1,590
2213
$3.01M ﹤0.01%
54,105
-28,310
2214
$3.01M ﹤0.01%
156,426
-49,489
2215
$3.01M ﹤0.01%
35,740
-16,771
2216
$3.01M ﹤0.01%
76,738
+36,045
2217
$3M ﹤0.01%
46,719
+17,333
2218
$2.99M ﹤0.01%
47,507
-625
2219
$2.99M ﹤0.01%
1,094,987
-109,738
2220
$2.98M ﹤0.01%
116,676
+72,425
2221
$2.98M ﹤0.01%
117,214
-241,967
2222
$2.97M ﹤0.01%
149,278
-6,508
2223
$2.96M ﹤0.01%
49,334
-19,085
2224
$2.96M ﹤0.01%
94,908
-84,868
2225
$2.95M ﹤0.01%
114,558
-21,782
87 88
89
90 91