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
2776
$1.53M ﹤0.01%
179,764
+338
2777
$1.53M ﹤0.01%
28,734
+16,533
2778
$1.53M ﹤0.01%
33,126
+1,418
2779
$1.53M ﹤0.01%
17,671
-844
2780
$1.52M ﹤0.01%
67,929
+51,288
2781
$1.52M ﹤0.01%
42,803
+22,544
2782
$1.52M ﹤0.01%
22,141
+17,459
2783
$1.51M ﹤0.01%
329,327
+56,952
2784
$1.51M ﹤0.01%
74,540
-17,964
2785
$1.51M ﹤0.01%
13,627
+11,419
2786
$1.51M ﹤0.01%
58,971
+1,356
2787
$1.51M ﹤0.01%
300,905
+18,545
2788
$1.51M ﹤0.01%
82,457
+46,964
2789
$1.51M ﹤0.01%
33,521
+3,685
2790
$1.51M ﹤0.01%
52,548
+47,026
2791
$1.51M ﹤0.01%
153,907
+67,965
2792
$1.5M ﹤0.01%
17,581
-6,307
2793
$1.5M ﹤0.01%
65,361
+15,658
2794
$1.5M ﹤0.01%
146,380
-104,307
2795
$1.5M ﹤0.01%
27,728
-27,211
2796
$1.5M ﹤0.01%
202,483
-5,608
2797
$1.5M ﹤0.01%
618,972
+555,583
2798
$1.5M ﹤0.01%
37,650
+21,992
2799
$1.5M ﹤0.01%
191,438
-1,208
2800
$1.49M ﹤0.01%
37,947
+753
110 111
112
113 114