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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$471M
2
+$420M
3
+$394M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$388M
5
UNH icon
UnitedHealth
UNH
+$349M

Top Sells

1
+$3.82B
2
+$661M
3
+$648M
4
JNJ icon
Johnson & Johnson
JNJ
+$315M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$253M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$197M 0.07%
4,573,153
-256,250
227
$196M 0.07%
1,541,534
+181,338
228
$196M 0.07%
2,075,731
-23,344
229
$195M 0.07%
1,776,816
-71,725
230
$194M 0.07%
2,909,333
+37,242
231
$193M 0.07%
4,254,312
+244,627
232
$192M 0.07%
2,507,948
+409,233
233
$192M 0.06%
2,299,904
+599,578
234
$190M 0.06%
2,513,461
-350,446
235
$190M 0.06%
1,882,784
-148,381
236
$189M 0.06%
1,952,632
+181,081
237
$189M 0.06%
3,068,464
-21,457
238
$185M 0.06%
806,881
-2,914
239
$185M 0.06%
1,858,044
-322,687
240
$185M 0.06%
942,889
-27,212
241
$183M 0.06%
1,765,263
+76,970
242
$183M 0.06%
4,036,640
-889,732
243
$181M 0.06%
1,798,251
-86,831
244
$180M 0.06%
2,273,555
+544,082
245
$179M 0.06%
2,733,868
-192,028
246
$178M 0.06%
1,525,015
+29,566
247
$178M 0.06%
5,230,237
-402,537
248
$177M 0.06%
1,893,775
+309,368
249
$176M 0.06%
1,966,578
+160,664
250
$176M 0.06%
396,033
+34,495
8 9
10
11 12