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
2376
$2.5M ﹤0.01%
45,068
-10,339
2377
$2.5M ﹤0.01%
75,438
-135,123
2378
$2.5M ﹤0.01%
53,009
+6,000
2379
$2.49M ﹤0.01%
47,852
+29,345
2380
$2.49M ﹤0.01%
74,148
+68,744
2381
$2.49M ﹤0.01%
46,456
-3,175
2382
$2.49M ﹤0.01%
50,975
+50,094
2383
$2.47M ﹤0.01%
36,998
+20,989
2384
$2.47M ﹤0.01%
25,955
-1,477
2385
$2.47M ﹤0.01%
33,704
-13,626
2386
$2.47M ﹤0.01%
140,511
-4,169
2387
$2.46M ﹤0.01%
192,048
-41,724
2388
$2.46M ﹤0.01%
353,871
-9,786
2389
$2.46M ﹤0.01%
61,645
-1,542
2390
$2.45M ﹤0.01%
31,657
-9,237
2391
$2.45M ﹤0.01%
179,779
-134,953
2392
$2.44M ﹤0.01%
54,206
+47,346
2393
$2.43M ﹤0.01%
35,649
+7,799
2394
$2.42M ﹤0.01%
49,935
+1,527
2395
$2.42M ﹤0.01%
516,658
-88,188
2396
$2.42M ﹤0.01%
14,303
-311
2397
$2.42M ﹤0.01%
75,707
-3,391
2398
$2.41M ﹤0.01%
44,676
+4,633
2399
$2.41M ﹤0.01%
39,048
-13,420
2400
$2.41M ﹤0.01%
80,617
-17,112
94 95
96
97 98