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
2651
$2.09M ﹤0.01%
112,244
+683
2652
$2.08M ﹤0.01%
170,747
-18,055
2653
$2.08M ﹤0.01%
18,416
-2,000
2654
$2.08M ﹤0.01%
334,105
+241,882
2655
$2.08M ﹤0.01%
135,322
+9,537
2656
$2.07M ﹤0.01%
114,096
-71,645
2657
$2.07M ﹤0.01%
68,500
+10,406
2658
$2.07M ﹤0.01%
42,880
-7,553
2659
$2.07M ﹤0.01%
46,882
+8,705
2660
$2.07M ﹤0.01%
34,529
-29,423
2661
$2.07M ﹤0.01%
46,456
+1,469
2662
$2.07M ﹤0.01%
37,036
+2,810
2663
$2.07M ﹤0.01%
201,195
-18,004
2664
$2.06M ﹤0.01%
139,493
-33,150
2665
$2.06M ﹤0.01%
75,409
+28,006
2666
$2.06M ﹤0.01%
126,661
+40,629
2667
$2.05M ﹤0.01%
173,771
-9,334
2668
$2.05M ﹤0.01%
11,914
+8,708
2669
$2.05M ﹤0.01%
152,626
+69,154
2670
$2.05M ﹤0.01%
72,298
-13,537
2671
$2.05M ﹤0.01%
35,264
+13,029
2672
$2.05M ﹤0.01%
131,917
+13,218
2673
$2.04M ﹤0.01%
47,895
-23,765
2674
$2.04M ﹤0.01%
214,018
+8,787
2675
$2.04M ﹤0.01%
50,869
-3,597
105 106
107
108 109