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
2576
$1.94M ﹤0.01%
50,088
-171,537
2577
$1.94M ﹤0.01%
41,628
+6,227
2578
$1.94M ﹤0.01%
222,449
+48,349
2579
$1.93M ﹤0.01%
315,848
+20,189
2580
$1.93M ﹤0.01%
26,405
-4,833
2581
$1.92M ﹤0.01%
39,848
+7,951
2582
$1.92M ﹤0.01%
50,505
+23,209
2583
$1.92M ﹤0.01%
75,408
-255,523
2584
$1.92M ﹤0.01%
129,329
+9,702
2585
$1.92M ﹤0.01%
178,338
-104,994
2586
$1.92M ﹤0.01%
12,375
+10,600
2587
$1.91M ﹤0.01%
12,927
-86,743
2588
$1.91M ﹤0.01%
162,156
-12,840
2589
$1.9M ﹤0.01%
14,093
+3,795
2590
$1.9M ﹤0.01%
26,127
-13,329
2591
$1.9M ﹤0.01%
67,615
+37,656
2592
$1.9M ﹤0.01%
65,844
+31,917
2593
$1.9M ﹤0.01%
1,344
-650
2594
$1.9M ﹤0.01%
15,548
+4,353
2595
$1.9M ﹤0.01%
66,353
+10,849
2596
$1.9M ﹤0.01%
20,965
+15,076
2597
$1.9M ﹤0.01%
281,308
+140,031
2598
$1.9M ﹤0.01%
22,025
-1,017
2599
$1.89M ﹤0.01%
63,833
+26,479
2600
$1.88M ﹤0.01%
148,297
+75,712
102 103
104
105 106