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
2351
$2.56M ﹤0.01%
82,455
+8,657
2352
$2.55M ﹤0.01%
90,962
-13,909
2353
$2.55M ﹤0.01%
99,378
-5,959
2354
$2.54M ﹤0.01%
85,682
+8,813
2355
$2.54M ﹤0.01%
165,471
+10,336
2356
$2.54M ﹤0.01%
157,295
+2,056
2357
$2.53M ﹤0.01%
79,130
-9,170
2358
$2.53M ﹤0.01%
59,487
+13,064
2359
$2.53M ﹤0.01%
311,420
-59,021
2360
$2.53M ﹤0.01%
47,980
+37,597
2361
$2.53M ﹤0.01%
34,986
+353
2362
$2.53M ﹤0.01%
505,324
-76,918
2363
$2.53M ﹤0.01%
152,338
+19,258
2364
$2.53M ﹤0.01%
34,734
-517
2365
$2.53M ﹤0.01%
72,577
-14,352
2366
$2.52M ﹤0.01%
164,118
-55,073
2367
$2.51M ﹤0.01%
49,613
-124,555
2368
$2.51M ﹤0.01%
19,493
+13,935
2369
$2.51M ﹤0.01%
41,482
+12,211
2370
$2.51M ﹤0.01%
354,653
+5,484
2371
$2.5M ﹤0.01%
127,399
+46,784
2372
$2.5M ﹤0.01%
88,732
-62,246
2373
$2.5M ﹤0.01%
881
+178
2374
$2.5M ﹤0.01%
58,816
+24,923
2375
$2.5M ﹤0.01%
78,869
+69,061
93 94
95
96 97