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
$208B
AUM Growth
+$33.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,696
New
Increased
Reduced
Closed

Top Buys

1
+$849M
2
+$707M
3
+$370M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$354M
5
JNJ icon
Johnson & Johnson
JNJ
+$344M

Top Sells

1
+$338M
2
+$243M
3
+$223M
4
IYR icon
iShares US Real Estate ETF
IYR
+$217M
5
VRT icon
Vertiv
VRT
+$147M

Sector Composition

1 Technology 13.92%
2 Healthcare 9.62%
3 Financials 9.19%
4 Consumer Discretionary 6.32%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$189M 0.07%
2,084,493
-258,530
227
$186M 0.07%
1,545,478
+244,780
228
$186M 0.07%
2,942,559
+1,299,695
229
$185M 0.07%
4,781,710
-472,596
230
$185M 0.07%
1,845,403
+553,966
231
$184M 0.07%
3,333,712
+711,497
232
$182M 0.07%
2,200,532
+37,279
233
$182M 0.07%
733,634
+287,405
234
$181M 0.07%
4,143,936
+1,070,412
235
$179M 0.07%
724,530
+108,205
236
$178M 0.07%
1,728,191
+77,246
237
$176M 0.07%
2,099,651
+295,299
238
$175M 0.07%
605,562
+322,784
239
$174M 0.07%
3,439,339
+579,375
240
$174M 0.06%
5,285,506
-938,460
241
$172M 0.06%
2,310,219
-58,311
242
$172M 0.06%
704,419
+336,513
243
$172M 0.06%
1,240,905
-72,413
244
$172M 0.06%
10,221,986
-1,492,251
245
$171M 0.06%
2,790,229
+141,892
246
$171M 0.06%
2,236,086
+760,861
247
$170M 0.06%
1,655,397
+169,901
248
$169M 0.06%
309,202
+83,816
249
$168M 0.06%
1,717,248
+93,746
250
$165M 0.06%
1,273,886
+412,150
8 9
10
11 12