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
2226
$2.94M ﹤0.01%
294,155
-833,876
2227
$2.94M ﹤0.01%
73,319
+19,449
2228
$2.94M ﹤0.01%
57,311
+47,634
2229
$2.94M ﹤0.01%
74,707
-14,022
2230
$2.94M ﹤0.01%
93,490
-8,503
2231
$2.94M ﹤0.01%
30,346
+13,923
2232
$2.93M ﹤0.01%
151,336
+30,806
2233
$2.92M ﹤0.01%
39,985
+27,219
2234
$2.92M ﹤0.01%
68,578
-8,674
2235
$2.91M ﹤0.01%
71,213
-18,886
2236
$2.91M ﹤0.01%
97,622
+82,109
2237
$2.91M ﹤0.01%
228,837
+212,303
2238
$2.9M ﹤0.01%
45,010
-5,767
2239
$2.9M ﹤0.01%
68,488
+9,164
2240
$2.9M ﹤0.01%
40,519
-111
2241
$2.9M ﹤0.01%
219,182
-7,655
2242
$2.9M ﹤0.01%
203,860
+128,766
2243
$2.89M ﹤0.01%
49,132
+20,237
2244
$2.89M ﹤0.01%
196,349
+49,871
2245
$2.89M ﹤0.01%
23,354
+1,216
2246
$2.88M ﹤0.01%
142,728
+4,436
2247
$2.88M ﹤0.01%
125,848
-167,006
2248
$2.88M ﹤0.01%
66,923
+11,422
2249
$2.87M ﹤0.01%
82,806
+14,171
2250
$2.86M ﹤0.01%
162,682
-66,906
88 89
90
91 92