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
2551
$2.02M ﹤0.01%
81,345
-6,371
2552
$2.01M ﹤0.01%
23,068
-190
2553
$2.01M ﹤0.01%
119,645
+39,162
2554
$2.01M ﹤0.01%
71,674
+58,690
2555
$2.01M ﹤0.01%
127,713
+81,376
2556
$2.01M ﹤0.01%
57,749
+23,621
2557
$2M ﹤0.01%
812,247
+730,056
2558
$2M ﹤0.01%
168,425
+62,349
2559
$2M ﹤0.01%
160,246
+85,125
2560
$2M ﹤0.01%
59,281
+37,773
2561
$1.99M ﹤0.01%
88,783
+46,013
2562
$1.98M ﹤0.01%
30,800
+23,740
2563
$1.98M ﹤0.01%
1,764,242
+1,598,056
2564
$1.97M ﹤0.01%
12,468
+11,029
2565
$1.97M ﹤0.01%
198,067
+69,504
2566
$1.97M ﹤0.01%
132,723
-70,691
2567
$1.96M ﹤0.01%
29,101
-8,478
2568
$1.96M ﹤0.01%
82,025
-23,891
2569
$1.96M ﹤0.01%
57,221
+11,768
2570
$1.96M ﹤0.01%
27,774
+13,274
2571
$1.95M ﹤0.01%
119,415
+16,361
2572
$1.95M ﹤0.01%
481,011
+135,134
2573
$1.94M ﹤0.01%
58,995
+6,974
2574
$1.94M ﹤0.01%
230,585
+210,605
2575
$1.94M ﹤0.01%
84,016
+79,739
101 102
103
104 105