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
2701
$1.69M ﹤0.01%
50,739
+20,672
2702
$1.68M ﹤0.01%
27,256
+6,051
2703
$1.67M ﹤0.01%
42,928
-1,485
2704
$1.67M ﹤0.01%
82,822
+32,610
2705
$1.67M ﹤0.01%
43,815
+30,045
2706
$1.67M ﹤0.01%
30,126
+2,866
2707
$1.66M ﹤0.01%
21,863
-50,977
2708
$1.66M ﹤0.01%
22,525
+10,078
2709
$1.66M ﹤0.01%
119,126
+5,265
2710
$1.66M ﹤0.01%
105,799
+22,630
2711
$1.66M ﹤0.01%
203,982
+201,528
2712
$1.66M ﹤0.01%
26,626
-4,245
2713
$1.65M ﹤0.01%
243,679
+32,742
2714
$1.65M ﹤0.01%
174,393
-440,707
2715
$1.65M ﹤0.01%
93,683
-43,104
2716
$1.65M ﹤0.01%
40,980
+39,491
2717
$1.65M ﹤0.01%
93,353
+80,434
2718
$1.64M ﹤0.01%
178,363
-14,715
2719
$1.64M ﹤0.01%
79,093
-638
2720
$1.64M ﹤0.01%
44,111
-33,453
2721
$1.64M ﹤0.01%
58,060
+44,667
2722
$1.64M ﹤0.01%
23,018
-67,574
2723
$1.63M ﹤0.01%
439,567
-240,664
2724
$1.63M ﹤0.01%
123,228
-47,633
2725
$1.63M ﹤0.01%
146,311
+71,819
107 108
109
110 111