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
2626
$1.82M ﹤0.01%
19,258
-53,742
2627
$1.82M ﹤0.01%
161,556
-45,773
2628
$1.82M ﹤0.01%
147,638
-70,248
2629
$1.82M ﹤0.01%
295,921
-1,298
2630
$1.81M ﹤0.01%
42,468
-24,832
2631
$1.81M ﹤0.01%
116,152
-7,852
2632
$1.81M ﹤0.01%
2,989
+1,234
2633
$1.81M ﹤0.01%
31,046
+12,620
2634
$1.8M ﹤0.01%
55,779
-6,001
2635
$1.8M ﹤0.01%
71,154
-90,909
2636
$1.8M ﹤0.01%
399,640
-47,292
2637
$1.8M ﹤0.01%
68,764
+45,316
2638
$1.8M ﹤0.01%
77,227
+61,044
2639
$1.8M ﹤0.01%
38,514
+3,284
2640
$1.79M ﹤0.01%
78,252
+26,857
2641
$1.79M ﹤0.01%
86,172
+8,627
2642
$1.79M ﹤0.01%
21,227
+2,157
2643
$1.79M ﹤0.01%
285,736
-209,502
2644
$1.79M ﹤0.01%
20,436
+13,167
2645
$1.79M ﹤0.01%
103,730
+13,297
2646
$1.78M ﹤0.01%
25,788
+415
2647
$1.78M ﹤0.01%
56,150
-9,228
2648
$1.78M ﹤0.01%
87,347
-18,201
2649
$1.78M ﹤0.01%
74,759
-62,391
2650
$1.78M ﹤0.01%
510,127
+142,774
104 105
106
107 108