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
2426
$2.3M ﹤0.01%
43,528
-1,058
2427
$2.29M ﹤0.01%
85,357
-227,902
2428
$2.29M ﹤0.01%
38,094
-222
2429
$2.28M ﹤0.01%
442,058
+418,848
2430
$2.27M ﹤0.01%
132,133
-53,626
2431
$2.27M ﹤0.01%
103,939
+2,673
2432
$2.27M ﹤0.01%
42,874
+1,833
2433
$2.27M ﹤0.01%
155,148
-1,688
2434
$2.26M ﹤0.01%
92,601
+1,659
2435
$2.26M ﹤0.01%
166,027
+4,050
2436
$2.25M ﹤0.01%
174,913
-14,115
2437
$2.25M ﹤0.01%
28,913
-34,477
2438
$2.25M ﹤0.01%
52,671
-45,755
2439
$2.25M ﹤0.01%
90,001
-4,399
2440
$2.25M ﹤0.01%
27,769
+25,706
2441
$2.25M ﹤0.01%
75,675
-7,351
2442
$2.24M ﹤0.01%
98,865
+27,227
2443
$2.23M ﹤0.01%
41,681
+11,685
2444
$2.23M ﹤0.01%
26,727
+3,326
2445
$2.23M ﹤0.01%
37,280
-88,408
2446
$2.23M ﹤0.01%
108,793
+22,591
2447
$2.22M ﹤0.01%
69,010
-28,547
2448
$2.22M ﹤0.01%
174,987
-33,015
2449
$2.22M ﹤0.01%
69,752
+2,364
2450
$2.21M ﹤0.01%
86,537
+874
96 97
98
99 100