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
2376
$1.71M ﹤0.01%
125,850
-9,500
2377
$1.71M ﹤0.01%
51,142
+3,169
2378
$1.71M ﹤0.01%
147,215
-353,028
2379
$1.71M ﹤0.01%
129,019
-110,414
2380
$1.71M ﹤0.01%
74,471
+616
2381
$1.71M ﹤0.01%
32,340
-13,590
2382
$1.7M ﹤0.01%
163,740
+10,464
2383
$1.7M ﹤0.01%
108,634
+17,771
2384
$1.7M ﹤0.01%
95,865
-49,530
2385
$1.69M ﹤0.01%
28,376
+4,010
2386
$1.68M ﹤0.01%
67,679
-22,277
2387
$1.68M ﹤0.01%
54,105
-12,046
2388
$1.68M ﹤0.01%
36,976
-473
2389
$1.68M ﹤0.01%
14,473
+1,124
2390
$1.68M ﹤0.01%
65,226
+1,293
2391
$1.67M ﹤0.01%
26,166
-4,150
2392
$1.67M ﹤0.01%
88,069
+27,483
2393
$1.67M ﹤0.01%
29,135
+22,571
2394
$1.67M ﹤0.01%
17,715
-17,007
2395
$1.67M ﹤0.01%
22,831
-7,976
2396
$1.66M ﹤0.01%
32,456
+32,194
2397
$1.66M ﹤0.01%
115,824
-23,923
2398
$1.66M ﹤0.01%
119,687
+84,892
2399
$1.65M ﹤0.01%
39,296
-26,899
2400
$1.65M ﹤0.01%
39,090
+13,393
94 95
96
97 98