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
$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
Utilities Select Sector SPDR Fund
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
1
$4.19B 1.81%
15,926,868
+117,093
2
$2.94B 1.27%
32,169,181
+1,227,000
3
$2.52B 1.09%
60,109,340
-13,088,008
4
$2.37B 1.02%
33,955,918
+2,331,225
5
$2.14B 0.92%
32,451,139
+4,800,318
6
$1.99B 0.86%
18,132,247
+3,792,833
7
$1.96B 0.85%
37,582,192
-1,030,759
8
$1.93B 0.83%
33,085,910
+3,632,064
9
$1.78B 0.77%
9,995,796
-16,249
10
$1.72B 0.74%
97,622,691
-39,689,464
11
$1.65B 0.71%
31,898,580
+955,040
12
$1.54B 0.66%
12,013,966
-368,928
13
$1.49B 0.64%
14,448,776
+1,048,958
14
$1.35B 0.58%
9,520,004
+428,137
15
$1.24B 0.54%
15,687,382
-680,214
16
$1.23B 0.53%
15,951,539
+646,932
17
$1.21B 0.52%
10,132,938
+302,328
18
$1.21B 0.52%
2,229,109
-45,177
19
$1.2B 0.52%
16,516,400
-960,800
20
$1.19B 0.52%
10,478,641
+160,741
21
$1.19B 0.51%
14,864,140
+1,076,594
22
$1.17B 0.51%
7,604,892
+458,771
23
$1.15B 0.5%
26,836,986
+61,301
24
$1.14B 0.49%
7,126,681
-2,150,937
25
$1.09B 0.47%
7,105,879
+278,638
1
2 3 4 5