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
2501
$2.18M ﹤0.01%
19,165
+17,770
2502
$2.18M ﹤0.01%
206,364
+8,377
2503
$2.17M ﹤0.01%
27,644
-9,190
2504
$2.17M ﹤0.01%
47,651
+29,876
2505
$2.17M ﹤0.01%
14,628
-256
2506
$2.17M ﹤0.01%
111,755
+95,104
2507
$2.17M ﹤0.01%
40,409
-312,490
2508
$2.17M ﹤0.01%
36,209
+22,111
2509
$2.17M ﹤0.01%
21,158
+18,288
2510
$2.17M ﹤0.01%
35,699
+639
2511
$2.17M ﹤0.01%
178,759
+4,546
2512
$2.16M ﹤0.01%
214,985
-49,005
2513
$2.16M ﹤0.01%
60,420
-1,430
2514
$2.16M ﹤0.01%
211,681
+44,480
2515
$2.16M ﹤0.01%
44,547
+4,908
2516
$2.15M ﹤0.01%
173,272
+40,826
2517
$2.15M ﹤0.01%
136,308
+131,425
2518
$2.12M ﹤0.01%
58,077
+18,574
2519
$2.12M ﹤0.01%
2,383,825
+2,149,187
2520
$2.12M ﹤0.01%
46,823
-17,176
2521
$2.11M ﹤0.01%
23,488
+13,391
2522
$2.1M ﹤0.01%
542,508
+479,078
2523
$2.1M ﹤0.01%
768,784
+719,343
2524
$2.1M ﹤0.01%
125,588
-397,806
2525
$2.1M ﹤0.01%
159,043
-128,640
99 100
101
102 103