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
2601
$1.88M ﹤0.01%
54,253
+3,889
2602
$1.88M ﹤0.01%
53,391
+39,799
2603
$1.88M ﹤0.01%
55,445
-2,706
2604
$1.87M ﹤0.01%
90,766
+20,165
2605
$1.87M ﹤0.01%
14,075
+10,999
2606
$1.87M ﹤0.01%
32,926
-470
2607
$1.87M ﹤0.01%
49,581
-788,502
2608
$1.87M ﹤0.01%
368,603
+252,685
2609
$1.87M ﹤0.01%
24,071
+3,284
2610
$1.86M ﹤0.01%
61,937
-5,971
2611
$1.86M ﹤0.01%
61,789
-166,339
2612
$1.86M ﹤0.01%
95,224
+49,888
2613
$1.86M ﹤0.01%
592,054
+485,785
2614
$1.86M ﹤0.01%
59,503
+14,832
2615
$1.86M ﹤0.01%
93,054
+7,405
2616
$1.85M ﹤0.01%
46,312
-22,314
2617
$1.85M ﹤0.01%
65,100
+49,395
2618
$1.85M ﹤0.01%
22,852
+7,866
2619
$1.85M ﹤0.01%
40,231
+2,362
2620
$1.85M ﹤0.01%
101,321
+13,793
2621
$1.84M ﹤0.01%
117,651
+19,201
2622
$1.84M ﹤0.01%
34,602
+3,183
2623
$1.83M ﹤0.01%
58,657
+45,301
2624
$1.83M ﹤0.01%
69,901
+35,817
2625
$1.83M ﹤0.01%
114,081
-25,503
103 104
105
106 107