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
2801
$1.76M ﹤0.01%
65,989
-844
2802
$1.76M ﹤0.01%
34,700
+7,466
2803
$1.76M ﹤0.01%
141,468
+27,624
2804
$1.76M ﹤0.01%
241,801
+56,956
2805
$1.76M ﹤0.01%
165,008
+14,380
2806
$1.76M ﹤0.01%
75,876
-19,543
2807
$1.76M ﹤0.01%
99,418
+38,737
2808
$1.75M ﹤0.01%
167,626
+25,286
2809
$1.75M ﹤0.01%
103,885
+40,515
2810
$1.75M ﹤0.01%
65,173
-30,848
2811
$1.75M ﹤0.01%
43,593
+1,531
2812
$1.75M ﹤0.01%
414,107
+115,991
2813
$1.74M ﹤0.01%
91,935
-31,101
2814
$1.74M ﹤0.01%
143,247
+95,676
2815
$1.73M ﹤0.01%
41,315
+1,834
2816
$1.73M ﹤0.01%
32,073
+20,376
2817
$1.73M ﹤0.01%
35,766
+435
2818
$1.73M ﹤0.01%
59,056
-10,025
2819
$1.72M ﹤0.01%
46,536
-6,094
2820
$1.72M ﹤0.01%
124,648
-92,408
2821
$1.72M ﹤0.01%
52,659
-145
2822
$1.72M ﹤0.01%
315,982
+3,202
2823
$1.71M ﹤0.01%
93,936
-20,164
2824
$1.71M ﹤0.01%
17,734
+9,736
2825
$1.71M ﹤0.01%
45,162
-20,731
111 112
113
114 115