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
2751
$1.57M ﹤0.01%
109,354
+16,754
2752
$1.57M ﹤0.01%
122,848
-4,241
2753
$1.57M ﹤0.01%
26,471
+15,958
2754
$1.57M ﹤0.01%
19,848
-6,843
2755
$1.56M ﹤0.01%
57,356
-5,249
2756
$1.56M ﹤0.01%
73,200
+54,493
2757
$1.56M ﹤0.01%
42,321
+24,686
2758
$1.56M ﹤0.01%
209,034
+12,395
2759
$1.55M ﹤0.01%
32,965
+5,719
2760
$1.55M ﹤0.01%
22,756
+4,957
2761
$1.55M ﹤0.01%
168,096
+132,388
2762
$1.55M ﹤0.01%
155,596
-7,047
2763
$1.55M ﹤0.01%
340,551
+5,806
2764
$1.55M ﹤0.01%
32,498
-2,517
2765
$1.54M ﹤0.01%
131,873
-36,407
2766
$1.54M ﹤0.01%
110,325
-64,084
2767
$1.54M ﹤0.01%
86,268
-1,418
2768
$1.54M ﹤0.01%
57,858
+42,755
2769
$1.54M ﹤0.01%
120,725
+62,400
2770
$1.53M ﹤0.01%
28,576
+25,239
2771
$1.53M ﹤0.01%
46,312
-2,254
2772
$1.53M ﹤0.01%
32,664
+30,014
2773
$1.53M ﹤0.01%
14,100
+7,594
2774
$1.53M ﹤0.01%
28,955
+26,349
2775
$1.53M ﹤0.01%
43,846
+5,681
109 110
111
112 113