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
2601
$2.23M ﹤0.01%
129,811
+68,998
2602
$2.23M ﹤0.01%
219,096
+207,569
2603
$2.22M ﹤0.01%
49,451
+38,886
2604
$2.22M ﹤0.01%
47,532
+24,682
2605
$2.22M ﹤0.01%
96,568
+6,388
2606
$2.22M ﹤0.01%
154,945
-10,725
2607
$2.22M ﹤0.01%
32,398
-69,429
2608
$2.22M ﹤0.01%
45,526
-32,725
2609
$2.21M ﹤0.01%
42,062
+19,606
2610
$2.21M ﹤0.01%
40,147
+1,419
2611
$2.21M ﹤0.01%
40,606
-862
2612
$2.2M ﹤0.01%
23,195
-63,754
2613
$2.2M ﹤0.01%
157,842
-14,968
2614
$2.2M ﹤0.01%
27,719
-19,506
2615
$2.2M ﹤0.01%
83,935
-2,341
2616
$2.2M ﹤0.01%
10,523
+3,347
2617
$2.19M ﹤0.01%
171,002
-2,147
2618
$2.19M ﹤0.01%
119,728
+3,432
2619
$2.19M ﹤0.01%
87,346
-11,304
2620
$2.19M ﹤0.01%
89,938
+2,773
2621
$2.19M ﹤0.01%
208,480
-11,956
2622
$2.19M ﹤0.01%
87,089
-3,611
2623
$2.18M ﹤0.01%
63,602
-15,253
2624
$2.18M ﹤0.01%
350,581
+148,449
2625
$2.18M ﹤0.01%
193,945
-58,647
103 104
105
106 107