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
2626
$2.17M ﹤0.01%
42,984
+14,922
2627
$2.17M ﹤0.01%
111,349
+16,611
2628
$2.17M ﹤0.01%
322,874
-77,521
2629
$2.16M ﹤0.01%
72,681
+24,810
2630
$2.16M ﹤0.01%
13,000
+4,811
2631
$2.16M ﹤0.01%
58,908
+33,745
2632
$2.16M ﹤0.01%
243,571
-878
2633
$2.16M ﹤0.01%
580,941
-171,480
2634
$2.15M ﹤0.01%
48,497
+1,179
2635
$2.15M ﹤0.01%
47,700
+7,685
2636
$2.15M ﹤0.01%
144,408
-96,724
2637
$2.15M ﹤0.01%
16,977
+3,277
2638
$2.14M ﹤0.01%
216,251
-21,997
2639
$2.14M ﹤0.01%
11,576
+9,557
2640
$2.14M ﹤0.01%
15,188
+531
2641
$2.13M ﹤0.01%
130,459
-50,715
2642
$2.13M ﹤0.01%
85,998
-4,604
2643
$2.11M ﹤0.01%
23,824
+9,191
2644
$2.11M ﹤0.01%
78,500
+78,220
2645
$2.1M ﹤0.01%
52,084
-2,929
2646
$2.1M ﹤0.01%
324,897
-262
2647
$2.09M ﹤0.01%
652,594
-138,635
2648
$2.09M ﹤0.01%
59,497
+39,503
2649
$2.09M ﹤0.01%
94,978
+10,652
2650
$2.09M ﹤0.01%
30,549
+3,724
104 105
106
107 108