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
2676
$1.72M ﹤0.01%
227,726
+9,047
2677
$1.72M ﹤0.01%
21,674
+13,598
2678
$1.72M ﹤0.01%
43,532
+19,723
2679
$1.72M ﹤0.01%
13,625
+10,224
2680
$1.71M ﹤0.01%
18,404
+17,903
2681
$1.71M ﹤0.01%
76,419
+12,464
2682
$1.7M ﹤0.01%
197,182
+19,105
2683
$1.7M ﹤0.01%
138,614
+115,690
2684
$1.7M ﹤0.01%
233,473
+98,746
2685
$1.7M ﹤0.01%
102,711
+90,099
2686
$1.7M ﹤0.01%
31,298
+17,364
2687
$1.7M ﹤0.01%
165,265
-63,584
2688
$1.7M ﹤0.01%
18,818
-9,221
2689
$1.7M ﹤0.01%
185,969
+85,755
2690
$1.69M ﹤0.01%
179,130
+22,705
2691
$1.69M ﹤0.01%
34,914
-63
2692
$1.69M ﹤0.01%
37,661
-27,287
2693
$1.69M ﹤0.01%
83,536
-3,243
2694
$1.69M ﹤0.01%
11,544
+10,492
2695
$1.69M ﹤0.01%
272,162
-127,353
2696
$1.69M ﹤0.01%
43,540
+35,954
2697
$1.69M ﹤0.01%
240,634
-140,108
2698
$1.69M ﹤0.01%
38,092
+9,495
2699
$1.69M ﹤0.01%
163,347
+14,850
2700
$1.69M ﹤0.01%
79,657
+5,336
106 107
108
109 110