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
2276
$1.92M ﹤0.01%
34,359
+21,025
2277
$1.92M ﹤0.01%
127,697
+20,337
2278
$1.92M ﹤0.01%
50,032
+37,786
2279
$1.92M ﹤0.01%
71,168
-1,077
2280
$1.91M ﹤0.01%
25,889
-7,588
2281
$1.91M ﹤0.01%
66,612
+24,032
2282
$1.91M ﹤0.01%
196,382
+6,024
2283
$1.9M ﹤0.01%
107,701
+107,206
2284
$1.9M ﹤0.01%
147,896
+65,726
2285
$1.89M ﹤0.01%
22,631
-15
2286
$1.89M ﹤0.01%
84,516
+39,507
2287
$1.89M ﹤0.01%
167,071
+5,865
2288
$1.88M ﹤0.01%
36,297
-34,227
2289
$1.88M ﹤0.01%
34,592
+28,223
2290
$1.88M ﹤0.01%
83,820
-44,509
2291
$1.88M ﹤0.01%
908,228
+831,389
2292
$1.88M ﹤0.01%
65,533
+39,978
2293
$1.88M ﹤0.01%
49,347
+29,140
2294
$1.88M ﹤0.01%
42,052
-49,218
2295
$1.87M ﹤0.01%
35,003
-3,759
2296
$1.87M ﹤0.01%
423,835
+48,901
2297
$1.87M ﹤0.01%
53,039
-3,431
2298
$1.87M ﹤0.01%
109,996
+17,422
2299
$1.87M ﹤0.01%
77,279
-6,294
2300
$1.87M ﹤0.01%
35,576
-149
90 91
92
93 94