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
2801
$1.49M ﹤0.01%
108,955
-12,021
2802
$1.49M ﹤0.01%
29,770
-5,507
2803
$1.48M ﹤0.01%
87,770
+40,961
2804
$1.48M ﹤0.01%
18,521
-136,511
2805
$1.48M ﹤0.01%
653,656
+913
2806
$1.48M ﹤0.01%
80,694
+72,555
2807
$1.48M ﹤0.01%
122,465
-41,486
2808
$1.47M ﹤0.01%
28,004
+4,138
2809
$1.47M ﹤0.01%
42,240
+23,427
2810
$1.47M ﹤0.01%
3,883
+1,984
2811
$1.47M ﹤0.01%
20,122
+17,480
2812
$1.47M ﹤0.01%
62,432
-10,503
2813
$1.47M ﹤0.01%
45,710
+25,686
2814
$1.46M ﹤0.01%
49,775
+17,673
2815
$1.46M ﹤0.01%
85,334
-26,052
2816
$1.46M ﹤0.01%
28,339
+9,240
2817
$1.46M ﹤0.01%
17,434
-38,671
2818
$1.46M ﹤0.01%
65,685
-72
2819
$1.46M ﹤0.01%
35,648
+18,286
2820
$1.45M ﹤0.01%
141,200
+30,945
2821
$1.45M ﹤0.01%
65,333
-1,556
2822
$1.45M ﹤0.01%
140,316
-151,094
2823
$1.45M ﹤0.01%
150,624
-3,266
2824
$1.45M ﹤0.01%
31,883
-3,458
2825
$1.45M ﹤0.01%
144,399
+63,390
111 112
113
114 115