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
2426
$1.59M ﹤0.01%
27,563
+7,686
2427
$1.58M ﹤0.01%
30,269
+12,828
2428
$1.58M ﹤0.01%
73,625
+32,353
2429
$1.58M ﹤0.01%
3,725
-2,341
2430
$1.58M ﹤0.01%
34,657
+11,430
2431
$1.57M ﹤0.01%
75,200
-3,266
2432
$1.57M ﹤0.01%
56,214
+19,698
2433
$1.57M ﹤0.01%
25,644
-6,820
2434
$1.57M ﹤0.01%
101,319
+9,859
2435
$1.57M ﹤0.01%
21,290
-10,674
2436
$1.56M ﹤0.01%
25,319
+9,108
2437
$1.56M ﹤0.01%
19,684
+15,469
2438
$1.56M ﹤0.01%
40,570
-35,258
2439
$1.55M ﹤0.01%
31,206
+7,844
2440
$1.55M ﹤0.01%
67,657
+3,536
2441
$1.55M ﹤0.01%
43,907
-693
2442
$1.55M ﹤0.01%
192,348
+27,597
2443
$1.54M ﹤0.01%
1,846
+333
2444
$1.54M ﹤0.01%
72,783
+15,550
2445
$1.54M ﹤0.01%
200,168
-11,167
2446
$1.54M ﹤0.01%
148,574
-18,580
2447
$1.54M ﹤0.01%
15,005
+2,864
2448
$1.54M ﹤0.01%
21,227
+15,846
2449
$1.54M ﹤0.01%
82,859
+36,332
2450
$1.54M ﹤0.01%
20,014
+13,325
96 97
98
99 100