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
2476
$2.24M ﹤0.01%
106,303
+62,132
2477
$2.23M ﹤0.01%
193,568
+23,078
2478
$2.23M ﹤0.01%
200,106
-133,237
2479
$2.23M ﹤0.01%
114,805
-310,503
2480
$2.23M ﹤0.01%
58,991
+47,890
2481
$2.22M ﹤0.01%
197,578
+2,327
2482
$2.22M ﹤0.01%
86,813
+64,920
2483
$2.22M ﹤0.01%
32,391
-11,344
2484
$2.22M ﹤0.01%
52,641
+49,897
2485
$2.22M ﹤0.01%
20,843
+6,193
2486
$2.22M ﹤0.01%
35,090
-17,427
2487
$2.21M ﹤0.01%
286,494
+12,818
2488
$2.21M ﹤0.01%
73,258
-206,968
2489
$2.2M ﹤0.01%
69,465
+13,730
2490
$2.2M ﹤0.01%
83,667
+80,858
2491
$2.2M ﹤0.01%
57,928
+25,763
2492
$2.2M ﹤0.01%
253,877
-6,290
2493
$2.2M ﹤0.01%
89,247
+71,452
2494
$2.2M ﹤0.01%
144,849
+7,999
2495
$2.19M ﹤0.01%
207,182
+15,535
2496
$2.18M ﹤0.01%
31,689
+4,842
2497
$2.18M ﹤0.01%
98,910
-6,538
2498
$2.18M ﹤0.01%
18,161
-3,258
2499
$2.18M ﹤0.01%
20,490
+16,798
2500
$2.18M ﹤0.01%
85,535
-39,129
98 99
100
101 102