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
2251
$2.85M ﹤0.01%
75,480
+30,760
2252
$2.85M ﹤0.01%
31,143
+3,885
2253
$2.84M ﹤0.01%
26,418
+2,775
2254
$2.84M ﹤0.01%
72,639
+4,265
2255
$2.84M ﹤0.01%
68,028
+47,238
2256
$2.84M ﹤0.01%
46,484
+5,092
2257
$2.84M ﹤0.01%
193,090
-4,555
2258
$2.84M ﹤0.01%
446,809
-1,241
2259
$2.83M ﹤0.01%
908,284
+456,130
2260
$2.83M ﹤0.01%
35,341
+6,269
2261
$2.83M ﹤0.01%
16,670
-37,408
2262
$2.83M ﹤0.01%
80,280
+9,835
2263
$2.83M ﹤0.01%
635,192
+19,476
2264
$2.83M ﹤0.01%
220,231
+2,437
2265
$2.82M ﹤0.01%
70,861
+46,604
2266
$2.82M ﹤0.01%
92,159
-6,653
2267
$2.81M ﹤0.01%
139,188
-148,707
2268
$2.81M ﹤0.01%
145,692
-73,281
2269
$2.81M ﹤0.01%
292,175
-15
2270
$2.8M ﹤0.01%
139,728
+23,537
2271
$2.8M ﹤0.01%
60,440
-12,093
2272
$2.8M ﹤0.01%
234,191
-64,917
2273
$2.79M ﹤0.01%
48,290
-6,520
2274
$2.79M ﹤0.01%
242,955
-39,681
2275
$2.79M ﹤0.01%
31,069
-9,499
89 90
91
92 93