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
251
$176M 0.06%
1,036,235
+80,417
252
$175M 0.06%
3,665,470
-88,270
253
$174M 0.06%
406,032
+54,523
254
$173M 0.06%
3,682,862
-155,695
255
$173M 0.06%
7,547,930
+332,227
256
$173M 0.06%
2,063,313
+274,567
257
$172M 0.06%
3,388,042
+159,694
258
$171M 0.06%
382,027
+83,976
259
$171M 0.06%
1,121,690
-391,876
260
$171M 0.06%
3,040,533
+16,971
261
$170M 0.06%
483,881
-58,264
262
$168M 0.06%
1,476,261
+117,763
263
$167M 0.06%
1,186,774
-82,555
264
$165M 0.06%
960,064
+221,264
265
$165M 0.06%
1,305,842
+480,431
266
$164M 0.06%
3,240,690
-314,971
267
$163M 0.06%
1,972,097
+922,617
268
$163M 0.05%
2,817,213
-165,842
269
$161M 0.05%
711,039
+117,619
270
$161M 0.05%
5,190,359
+174,602
271
$158M 0.05%
1,887,442
-18,015
272
$157M 0.05%
3,318,564
-699,505
273
$157M 0.05%
2,004,557
-22,226
274
$157M 0.05%
10,367,000
+1,760,896
275
$156M 0.05%
9,790,425
+65,456
9 10
11
12 13