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
2751
$1.88M ﹤0.01%
12,227
+2,145
2752
$1.88M ﹤0.01%
18,225
+8,789
2753
$1.88M ﹤0.01%
33,713
+29,101
2754
$1.88M ﹤0.01%
33,948
+8,924
2755
$1.87M ﹤0.01%
172,613
+43,033
2756
$1.87M ﹤0.01%
22,360
-3,244
2757
$1.87M ﹤0.01%
+40,000
2758
$1.86M ﹤0.01%
92,229
+27,880
2759
$1.86M ﹤0.01%
191,500
-13,721
2760
$1.86M ﹤0.01%
123,120
-161,092
2761
$1.86M ﹤0.01%
41,775
-855
2762
$1.85M ﹤0.01%
10,815
-37,306
2763
$1.85M ﹤0.01%
186,052
-33,527
2764
$1.84M ﹤0.01%
33,711
-22,978
2765
$1.84M ﹤0.01%
158,089
-45,647
2766
$1.84M ﹤0.01%
33,607
+12,884
2767
$1.84M ﹤0.01%
294,415
-64,962
2768
$1.84M ﹤0.01%
214,894
-6,929
2769
$1.83M ﹤0.01%
15,253
-3,856
2770
$1.83M ﹤0.01%
150,088
-5,306
2771
$1.83M ﹤0.01%
101,538
-57,228
2772
$1.83M ﹤0.01%
132,800
-278,561
2773
$1.83M ﹤0.01%
47,706
-36,097
2774
$1.83M ﹤0.01%
58,920
+51,103
2775
$1.82M ﹤0.01%
125,746
+3,443
109 110
111
112 113