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
2551
$2.38M ﹤0.01%
41,198
+10,594
2552
$2.37M ﹤0.01%
815,647
+1,807
2553
$2.36M ﹤0.01%
862,787
+699,729
2554
$2.36M ﹤0.01%
187,987
+159,379
2555
$2.36M ﹤0.01%
112,716
+4,401
2556
$2.36M ﹤0.01%
30,176
-15,963
2557
$2.36M ﹤0.01%
229,889
+67,734
2558
$2.35M ﹤0.01%
25,827
-678
2559
$2.35M ﹤0.01%
599,570
-44,462
2560
$2.35M ﹤0.01%
180,470
+29,769
2561
$2.35M ﹤0.01%
183,334
-3,733
2562
$2.35M ﹤0.01%
123,818
-17,306
2563
$2.35M ﹤0.01%
242,370
+110,901
2564
$2.35M ﹤0.01%
150,087
+4,505
2565
$2.35M ﹤0.01%
137,970
-1,310
2566
$2.34M ﹤0.01%
277,362
-56,014
2567
$2.34M ﹤0.01%
81,040
+15,818
2568
$2.33M ﹤0.01%
51,417
-21,600
2569
$2.32M ﹤0.01%
27,897
+9,562
2570
$2.32M ﹤0.01%
46,533
+14,388
2571
$2.32M ﹤0.01%
424,221
-19,589
2572
$2.32M ﹤0.01%
62,326
+28,595
2573
$2.31M ﹤0.01%
48,478
-13,393
2574
$2.31M ﹤0.01%
99,329
+9,428
2575
$2.31M ﹤0.01%
50,560
-1,487
101 102
103
104 105