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
2526
$2.1M ﹤0.01%
137,626
-19,178
2527
$2.1M ﹤0.01%
165,557
+3,353
2528
$2.09M ﹤0.01%
107,116
+89,139
2529
$2.09M ﹤0.01%
64,818
-29,538
2530
$2.08M ﹤0.01%
114,603
+99,753
2531
$2.08M ﹤0.01%
153,799
-423,845
2532
$2.07M ﹤0.01%
112,227
-221,279
2533
$2.07M ﹤0.01%
34,328
+4,819
2534
$2.06M ﹤0.01%
93,101
+89,280
2535
$2.06M ﹤0.01%
41,009
+38,464
2536
$2.06M ﹤0.01%
69,508
-64,693
2537
$2.06M ﹤0.01%
162,208
-31,945
2538
$2.06M ﹤0.01%
89,059
+10,263
2539
$2.05M ﹤0.01%
53,397
+12,751
2540
$2.05M ﹤0.01%
163,287
+73,483
2541
$2.05M ﹤0.01%
91,683
+3,999
2542
$2.04M ﹤0.01%
129,552
-31,331
2543
$2.04M ﹤0.01%
1,572,040
+1,283,489
2544
$2.04M ﹤0.01%
19,171
-5,153
2545
$2.03M ﹤0.01%
225,034
-45,604
2546
$2.03M ﹤0.01%
28,268
+28,068
2547
$2.03M ﹤0.01%
39,371
+14,728
2548
$2.03M ﹤0.01%
196,278
-447,225
2549
$2.02M ﹤0.01%
9,649
+6,662
2550
$2.02M ﹤0.01%
190,670
+91,423
100 101
102
103 104