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
2726
$1.62M ﹤0.01%
+56,143
2727
$1.62M ﹤0.01%
59,461
+52,908
2728
$1.62M ﹤0.01%
47,786
+3,859
2729
$1.61M ﹤0.01%
175,530
-2,496
2730
$1.61M ﹤0.01%
12,247
+5,952
2731
$1.61M ﹤0.01%
28,427
+21,157
2732
$1.61M ﹤0.01%
155,133
-174,007
2733
$1.61M ﹤0.01%
51,791
+41,097
2734
$1.6M ﹤0.01%
25,435
+7,411
2735
$1.6M ﹤0.01%
+156,027
2736
$1.6M ﹤0.01%
176,370
-122,334
2737
$1.6M ﹤0.01%
95,528
-4,831
2738
$1.6M ﹤0.01%
32,731
+29,302
2739
$1.59M ﹤0.01%
270,220
-46,825
2740
$1.59M ﹤0.01%
22,614
+20,151
2741
$1.59M ﹤0.01%
49,859
-15,435
2742
$1.59M ﹤0.01%
65,440
+10,408
2743
$1.58M ﹤0.01%
144,302
+102,511
2744
$1.58M ﹤0.01%
69,710
+57,295
2745
$1.58M ﹤0.01%
31,022
-20,076
2746
$1.58M ﹤0.01%
28,177
-14,416
2747
$1.58M ﹤0.01%
19,212
+3,893
2748
$1.57M ﹤0.01%
53,328
-3,902
2749
$1.57M ﹤0.01%
53,306
+2,490
2750
$1.57M ﹤0.01%
1,366,694
+12,536
108 109
110
111 112