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
2526
$2.46M ﹤0.01%
62,379
-32,633
2527
$2.45M ﹤0.01%
151,472
+26,932
2528
$2.45M ﹤0.01%
35,409
+17,864
2529
$2.45M ﹤0.01%
259,494
+152,255
2530
$2.45M ﹤0.01%
194,697
+24,034
2531
$2.44M ﹤0.01%
23,679
+1,316
2532
$2.44M ﹤0.01%
12,187
-4,856
2533
$2.44M ﹤0.01%
22,056
-48,427
2534
$2.44M ﹤0.01%
138,012
+5,323
2535
$2.43M ﹤0.01%
72,250
+535
2536
$2.43M ﹤0.01%
419,150
+14,911
2537
$2.43M ﹤0.01%
41,186
-7,086
2538
$2.43M ﹤0.01%
115,307
-105,878
2539
$2.43M ﹤0.01%
91,068
+18,967
2540
$2.42M ﹤0.01%
235,825
-39,540
2541
$2.42M ﹤0.01%
630,642
+185,480
2542
$2.42M ﹤0.01%
405,234
+121,366
2543
$2.41M ﹤0.01%
856
+760
2544
$2.4M ﹤0.01%
370,668
+23,118
2545
$2.39M ﹤0.01%
258,919
+94,176
2546
$2.39M ﹤0.01%
30,507
+3,165
2547
$2.38M ﹤0.01%
45,189
+21,864
2548
$2.38M ﹤0.01%
108,099
-39,894
2549
$2.38M ﹤0.01%
24,328
-309
2550
$2.38M ﹤0.01%
191,150
+24,733
100 101
102
103 104