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
2301
$2.72M ﹤0.01%
183,999
+3,909
2302
$2.72M ﹤0.01%
215,231
-169,781
2303
$2.72M ﹤0.01%
113,060
+11,737
2304
$2.71M ﹤0.01%
59,395
+57,025
2305
$2.71M ﹤0.01%
221,590
+61,857
2306
$2.71M ﹤0.01%
235,199
+3,857
2307
$2.71M ﹤0.01%
51,158
-10,591
2308
$2.71M ﹤0.01%
97,358
-41,564
2309
$2.71M ﹤0.01%
31,073
-48,760
2310
$2.71M ﹤0.01%
134,390
+86,611
2311
$2.7M ﹤0.01%
54,045
-9,064
2312
$2.7M ﹤0.01%
96,235
-10,179
2313
$2.7M ﹤0.01%
124,880
+28,507
2314
$2.69M ﹤0.01%
90,225
-3,741
2315
$2.69M ﹤0.01%
66,246
-67,080
2316
$2.69M ﹤0.01%
119,734
+87,051
2317
$2.69M ﹤0.01%
10,945
-3,004
2318
$2.68M ﹤0.01%
86,352
-2,390
2319
$2.68M ﹤0.01%
191,582
-20,788
2320
$2.68M ﹤0.01%
82,798
-137,118
2321
$2.68M ﹤0.01%
86,313
-2,484
2322
$2.67M ﹤0.01%
117,094
-2,597
2323
$2.67M ﹤0.01%
25,105
+1,060
2324
$2.66M ﹤0.01%
201,491
+49,619
2325
$2.66M ﹤0.01%
41,327
+40,270
91 92
93
94 95