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
2326
$2.66M ﹤0.01%
270,144
+86,835
2327
$2.66M ﹤0.01%
93,403
+24,923
2328
$2.65M ﹤0.01%
554,240
-133,504
2329
$2.65M ﹤0.01%
117,567
+96,897
2330
$2.65M ﹤0.01%
73,078
-95,532
2331
$2.64M ﹤0.01%
202,103
-4,503
2332
$2.64M ﹤0.01%
254,114
-46,410
2333
$2.62M ﹤0.01%
501,777
-581,610
2334
$2.61M ﹤0.01%
90,643
+26,595
2335
$2.6M ﹤0.01%
67,719
-3,507
2336
$2.6M ﹤0.01%
35,702
-272
2337
$2.6M ﹤0.01%
89,062
+49,423
2338
$2.59M ﹤0.01%
113,611
-8,148
2339
$2.59M ﹤0.01%
183,236
+18,338
2340
$2.59M ﹤0.01%
74,786
-9,490
2341
$2.58M ﹤0.01%
43,598
-5,168
2342
$2.58M ﹤0.01%
276,968
-5,638
2343
$2.58M ﹤0.01%
84,532
-212,186
2344
$2.57M ﹤0.01%
150,548
-4,730
2345
$2.57M ﹤0.01%
616,595
+56,572
2346
$2.57M ﹤0.01%
262,500
-45,925
2347
$2.57M ﹤0.01%
128,256
+3,646
2348
$2.56M ﹤0.01%
64,156
+35,825
2349
$2.56M ﹤0.01%
47,896
-219
2350
$2.56M ﹤0.01%
57,486
-19,190
92 93
94
95 96