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
2226
$2.05M ﹤0.01%
49,398
-19,793
2227
$2.05M ﹤0.01%
75,028
-1,476
2228
$2.05M ﹤0.01%
84,853
+16,877
2229
$2.04M ﹤0.01%
131,033
-34,777
2230
$2.04M ﹤0.01%
61,254
-7,965
2231
$2.04M ﹤0.01%
134,251
+7,654
2232
$2.04M ﹤0.01%
23,775
-269
2233
$2.04M ﹤0.01%
27,483
+4,779
2234
$2.04M ﹤0.01%
31,573
-195
2235
$2.04M ﹤0.01%
31,300
+26,083
2236
$2.03M ﹤0.01%
64,521
-5,380
2237
$2.03M ﹤0.01%
28,144
-4,444
2238
$2.03M ﹤0.01%
79,225
-48,531
2239
$2.02M ﹤0.01%
192,684
-113,471
2240
$2.02M ﹤0.01%
75,363
+11,148
2241
$2.01M ﹤0.01%
56,417
+37,633
2242
$2.01M ﹤0.01%
70,335
+1,648
2243
$2.01M ﹤0.01%
+118,913
2244
$2M ﹤0.01%
75,614
-1,657
2245
$2M ﹤0.01%
241,962
+6,228
2246
$2M ﹤0.01%
51,088
+2,725
2247
$2M ﹤0.01%
108,359
-65,693
2248
$1.99M ﹤0.01%
51,578
-24,156
2249
$1.99M ﹤0.01%
137,780
-1,363
2250
$1.99M ﹤0.01%
87,361
-3,856
88 89
90
91 92