UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,373
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
1
$10.2B 5.61%
45,476,629
-6,597,098
2
$2.31B 1.27%
144,471,584
-2,330,652
3
$2.04B 1.12%
70,281,944
+6,097,748
4
$1.75B 0.97%
30,308,716
+1,729,987
5
$1.56B 0.86%
25,099,375
-1,154,036
6
$1.24B 0.69%
13,774,278
+562,697
7
$1.2B 0.66%
33,062,922
-1,717,475
8
$1.12B 0.62%
12,984,153
+532,765
9
$1.09B 0.6%
9,950,930
+2,376,619
10
$1.07B 0.59%
8,011,951
+190,457
11
$1.05B 0.58%
6,917,512
+214,783
12
$1B 0.55%
11,926,033
+3,634,878
13
$980M 0.54%
8,495,228
+441,892
14
$963M 0.53%
9,242,124
+877,699
15
$924M 0.51%
23,317,980
+1,811,560
16
$921M 0.51%
13,351,390
+500,022
17
$916M 0.51%
7,950,781
+118,120
18
$888M 0.49%
20,929,719
+3,984,230
19
$886M 0.49%
7,948,848
+849,083
20
$878M 0.49%
7,634,790
+271,323
21
$863M 0.48%
9,274,163
+1,011,457
22
$838M 0.46%
8,010,766
-20,873
23
$811M 0.45%
6,017,142
-1,486,860
24
$807M 0.45%
11,732,174
+1,171,120
25
$804M 0.44%
6,787,640
+1,482,505
1
2 3 4 5