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
2576
$2.31M ﹤0.01%
36,659
-4,320
2577
$2.3M ﹤0.01%
56,838
+11,242
2578
$2.3M ﹤0.01%
117,009
+11,087
2579
$2.3M ﹤0.01%
370,486
-22,010
2580
$2.3M ﹤0.01%
81,082
-110,790
2581
$2.3M ﹤0.01%
266,366
+12,261
2582
$2.29M ﹤0.01%
290,755
-153,958
2583
$2.29M ﹤0.01%
48,597
-46,108
2584
$2.29M ﹤0.01%
58,222
+2,643
2585
$2.29M ﹤0.01%
111,249
+11,047
2586
$2.29M ﹤0.01%
45,822
+45,478
2587
$2.29M ﹤0.01%
64,274
+7,566
2588
$2.28M ﹤0.01%
105,211
+9,798
2589
$2.27M ﹤0.01%
199,073
+7,110
2590
$2.27M ﹤0.01%
92,628
+18,179
2591
$2.27M ﹤0.01%
202,130
-10,642
2592
$2.27M ﹤0.01%
129,270
+93,418
2593
$2.27M ﹤0.01%
112,096
+22,121
2594
$2.25M ﹤0.01%
76,274
+2,130
2595
$2.25M ﹤0.01%
35,737
+16,831
2596
$2.24M ﹤0.01%
219,344
+174,685
2597
$2.24M ﹤0.01%
221,224
+200,523
2598
$2.24M ﹤0.01%
255,034
+236,745
2599
$2.24M ﹤0.01%
50,722
-2,884
2600
$2.24M ﹤0.01%
46,988
+16,020
102 103
104
105 106