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
2726
$1.92M ﹤0.01%
49,265
+2,645
2727
$1.92M ﹤0.01%
45,498
+16,228
2728
$1.92M ﹤0.01%
45,444
-3,044
2729
$1.91M ﹤0.01%
62,377
-1,525
2730
$1.91M ﹤0.01%
15,651
-6,643
2731
$1.91M ﹤0.01%
64,568
+47,232
2732
$1.91M ﹤0.01%
116,678
-11,268
2733
$1.91M ﹤0.01%
12,321
+5,493
2734
$1.9M ﹤0.01%
118,530
+30,850
2735
$1.9M ﹤0.01%
81,578
-18,591
2736
$1.9M ﹤0.01%
123,084
+30,235
2737
$1.9M ﹤0.01%
61,735
-5,631
2738
$1.9M ﹤0.01%
10,314
+4,138
2739
$1.9M ﹤0.01%
140,248
-14,104
2740
$1.9M ﹤0.01%
165,168
+139,037
2741
$1.89M ﹤0.01%
87,460
-47,929
2742
$1.89M ﹤0.01%
79,581
+10,790
2743
$1.89M ﹤0.01%
33,922
+8,444
2744
$1.89M ﹤0.01%
58,679
-13,806
2745
$1.89M ﹤0.01%
28,377
-919
2746
$1.89M ﹤0.01%
33,365
-27,645
2747
$1.89M ﹤0.01%
33,895
+4,722
2748
$1.89M ﹤0.01%
93,121
-13,545
2749
$1.89M ﹤0.01%
83,515
+4,045
2750
$1.88M ﹤0.01%
42,983
+36,083
108 109
110
111 112