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
251
$165M 0.06%
2,340,318
-660,657
252
$165M 0.06%
3,475,270
-402,113
253
$163M 0.06%
815,167
-26,377
254
$163M 0.06%
3,628,416
+2,287,754
255
$162M 0.06%
2,291,415
+286,197
256
$157M 0.06%
474,955
+191,010
257
$156M 0.06%
1,679,993
+660,855
258
$156M 0.06%
3,099,069
-23,607
259
$154M 0.06%
2,057,210
-7,216
260
$154M 0.06%
2,973,920
+549,783
261
$152M 0.06%
1,864,616
+783,389
262
$151M 0.06%
6,346,489
+937,765
263
$151M 0.06%
294,517
+146,872
264
$149M 0.06%
6,774,037
-2,476,369
265
$149M 0.06%
1,290,792
+291,313
266
$148M 0.06%
2,675,695
-1,357,950
267
$148M 0.06%
2,224,984
+403,214
268
$148M 0.06%
394,526
+65,725
269
$146M 0.05%
5,959,283
-456,071
270
$146M 0.05%
628,356
+95,407
271
$145M 0.05%
2,795,449
+582,908
272
$145M 0.05%
1,018,012
+109,127
273
$145M 0.05%
2,358,316
+658,303
274
$144M 0.05%
1,938,203
+31,684
275
$144M 0.05%
6,328,392
+1,155,934
9 10
11
12 13