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
2501
$2.52M ﹤0.01%
4,417
+1,086
2502
$2.52M ﹤0.01%
196,679
-1,810
2503
$2.52M ﹤0.01%
27,047
+10,471
2504
$2.52M ﹤0.01%
44,131
+3,536
2505
$2.52M ﹤0.01%
55,523
-4,940
2506
$2.51M ﹤0.01%
52,197
+15,321
2507
$2.51M ﹤0.01%
60,700
+56,533
2508
$2.51M ﹤0.01%
276,431
+141,469
2509
$2.51M ﹤0.01%
110,816
+9,125
2510
$2.5M ﹤0.01%
718,605
+69,239
2511
$2.5M ﹤0.01%
255,148
-105,182
2512
$2.5M ﹤0.01%
53,717
-5,512
2513
$2.5M ﹤0.01%
485,253
+114,591
2514
$2.5M ﹤0.01%
62,959
+1,788
2515
$2.5M ﹤0.01%
14,892
+1,595
2516
$2.49M ﹤0.01%
23,389
+1,147
2517
$2.49M ﹤0.01%
22,949
+10,382
2518
$2.48M ﹤0.01%
100,803
-28,188
2519
$2.48M ﹤0.01%
81,310
+48,326
2520
$2.48M ﹤0.01%
18,320
+8,245
2521
$2.48M ﹤0.01%
61,011
-12,915
2522
$2.47M ﹤0.01%
200,679
-60,734
2523
$2.46M ﹤0.01%
205,818
+37,022
2524
$2.46M ﹤0.01%
193,415
-234,814
2525
$2.46M ﹤0.01%
138,327
-9,402
99 100
101
102 103