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
2401
$2.41M ﹤0.01%
178,967
+88,187
2402
$2.4M ﹤0.01%
300,548
-58,568
2403
$2.4M ﹤0.01%
45,991
-5,441
2404
$2.4M ﹤0.01%
100,479
+4,275
2405
$2.4M ﹤0.01%
+98,575
2406
$2.4M ﹤0.01%
52,249
+17,153
2407
$2.39M ﹤0.01%
185,019
+159,568
2408
$2.39M ﹤0.01%
56,066
-12,666
2409
$2.39M ﹤0.01%
232,569
-121,797
2410
$2.38M ﹤0.01%
752,400
+97,344
2411
$2.38M ﹤0.01%
65,574
-8,424
2412
$2.36M ﹤0.01%
403,749
-317
2413
$2.35M ﹤0.01%
450,305
+299,178
2414
$2.35M ﹤0.01%
78,598
-13,554
2415
$2.34M ﹤0.01%
33,324
+4,875
2416
$2.34M ﹤0.01%
480,754
-43,951
2417
$2.34M ﹤0.01%
19,027
-1,209
2418
$2.33M ﹤0.01%
19,114
-45,492
2419
$2.33M ﹤0.01%
87,964
+86,324
2420
$2.33M ﹤0.01%
113,106
+22,574
2421
$2.32M ﹤0.01%
56,536
-14,114
2422
$2.32M ﹤0.01%
176,583
-358,540
2423
$2.31M ﹤0.01%
120,778
-106,634
2424
$2.31M ﹤0.01%
62,721
-27,438
2425
$2.3M ﹤0.01%
73,181
-11,258
95 96
97
98 99