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
2326
$1.8M ﹤0.01%
49,290
+11,507
2327
$1.8M ﹤0.01%
76,283
+38,461
2328
$1.8M ﹤0.01%
95,504
+12,290
2329
$1.8M ﹤0.01%
21,647
+4,880
2330
$1.8M ﹤0.01%
81,351
+7,880
2331
$1.8M ﹤0.01%
82,404
+24,505
2332
$1.8M ﹤0.01%
23,308
+19,057
2333
$1.79M ﹤0.01%
30,932
-1,808
2334
$1.79M ﹤0.01%
133,339
+18,835
2335
$1.79M ﹤0.01%
341,079
-123,711
2336
$1.78M ﹤0.01%
44,244
+30,817
2337
$1.78M ﹤0.01%
72,858
-21,588
2338
$1.78M ﹤0.01%
21,215
-3,478
2339
$1.78M ﹤0.01%
80,686
+38,058
2340
$1.78M ﹤0.01%
107,780
+4,209
2341
$1.78M ﹤0.01%
93,526
+10,198
2342
$1.77M ﹤0.01%
126,054
+612
2343
$1.77M ﹤0.01%
47,351
-73,459
2344
$1.77M ﹤0.01%
14,751
+2,293
2345
$1.77M ﹤0.01%
126,447
-70,972
2346
$1.77M ﹤0.01%
49,189
+1,307
2347
$1.76M ﹤0.01%
142,041
-6,977
2348
$1.76M ﹤0.01%
202,839
-73,243
2349
$1.76M ﹤0.01%
93,938
+689
2350
$1.75M ﹤0.01%
18,956
-76,348
92 93
94
95 96