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
$206B
AUM Growth
-$7.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,506
New
Increased
Reduced
Closed

Top Buys

1
+$473M
2
+$352M
3
+$337M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$319M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$291M

Top Sells

1
+$1.93B
2
+$1.47B
3
+$554M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$548M
5
MSFT icon
Microsoft
MSFT
+$466M

Sector Composition

1 Technology 11.91%
2 Financials 8.45%
3 Healthcare 7.89%
4 Consumer Discretionary 7.24%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.88B 2.26%
42,306,023
-3,353,659
2
$5.11B 1.97%
17,203,129
-6,504,436
3
$3.66B 1.41%
65,353,560
+544,840
4
$2.78B 1.07%
45,451,138
+4,643,763
5
$2.58B 0.99%
29,766,400
-577,080
6
$2.58B 0.99%
11,130,818
-701,550
7
$2.5B 0.96%
21,213,406
-305,643
8
$2.32B 0.89%
37,941,040
-5,207,060
9
$1.99B 0.77%
38,702,150
-1,868,593
10
$1.91B 0.73%
29,268,672
-1,076,058
11
$1.84B 0.71%
11,036,429
+122,098
12
$1.81B 0.7%
16,218,992
+345,378
13
$1.81B 0.7%
13,969,961
-131,582
14
$1.78B 0.69%
36,333,773
-5,650,176
15
$1.78B 0.68%
4,672,809
+181,410
16
$1.77B 0.68%
14,233,533
+350,253
17
$1.69B 0.65%
9,844,958
-418,549
18
$1.69B 0.65%
15,574,041
-1,110,758
19
$1.65B 0.64%
36,659,262
-2,638,820
20
$1.62B 0.62%
12,392,839
-1,122,400
21
$1.53B 0.59%
58,302,521
+17,952,715
22
$1.53B 0.59%
8,615,989
-1,856,252
23
$1.43B 0.55%
18,376,811
+312,066
24
$1.42B 0.55%
8,482,401
-77,371
25
$1.36B 0.52%
7,080,010
-1,425,773
1
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