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
2676
$2.04M ﹤0.01%
76,439
+38,799
2677
$2.04M ﹤0.01%
100,696
+3,484
2678
$2.03M ﹤0.01%
145,934
-32,770
2679
$2.03M ﹤0.01%
1,625,326
+105,907
2680
$2.03M ﹤0.01%
183,066
+101,832
2681
$2.03M ﹤0.01%
634,279
-4,717
2682
$2.03M ﹤0.01%
101,301
+4,001
2683
$2.02M ﹤0.01%
103,839
-33,013
2684
$2.02M ﹤0.01%
20,588
+5,296
2685
$2.02M ﹤0.01%
95,809
+5,298
2686
$2.02M ﹤0.01%
77,294
-5,572
2687
$2.02M ﹤0.01%
80,915
+29,145
2688
$2.02M ﹤0.01%
75,130
+7,015
2689
$2.02M ﹤0.01%
99,294
+637
2690
$2.01M ﹤0.01%
27,240
-29,795
2691
$2.01M ﹤0.01%
351,276
-121,159
2692
$2.01M ﹤0.01%
127,084
+102,076
2693
$2M ﹤0.01%
36,957
-15,468
2694
$2M ﹤0.01%
152,806
-3,096
2695
$2M ﹤0.01%
62,271
-309
2696
$2M ﹤0.01%
52,294
+17,482
2697
$2M ﹤0.01%
33,443
+7,125
2698
$2M ﹤0.01%
58,660
+131
2699
$1.99M ﹤0.01%
10,077
+1,107
2700
$1.99M ﹤0.01%
122,767
-8,575
106 107
108
109 110