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
2826
$1.45M ﹤0.01%
41,416
+20,329
2827
$1.45M ﹤0.01%
16,544
+12,033
2828
$1.45M ﹤0.01%
7,498
+5,598
2829
$1.44M ﹤0.01%
85,122
+81,642
2830
$1.44M ﹤0.01%
136,918
+75,574
2831
$1.44M ﹤0.01%
22,961
+19,371
2832
$1.44M ﹤0.01%
68,535
+31,445
2833
$1.44M ﹤0.01%
227,318
+8,974
2834
$1.44M ﹤0.01%
31,971
+31,618
2835
$1.43M ﹤0.01%
79,480
-9,005
2836
$1.43M ﹤0.01%
32,418
+3,485
2837
$1.43M ﹤0.01%
62,785
+20,170
2838
$1.43M ﹤0.01%
16,463
+15,710
2839
$1.43M ﹤0.01%
76,387
+51,168
2840
$1.43M ﹤0.01%
62,795
-5,300
2841
$1.43M ﹤0.01%
92,022
+88,063
2842
$1.43M ﹤0.01%
20,551
+19,535
2843
$1.42M ﹤0.01%
111,486
-6,393
2844
$1.42M ﹤0.01%
24,929
+1,773
2845
$1.42M ﹤0.01%
22,509
-3,917
2846
$1.42M ﹤0.01%
31,567
+12,523
2847
$1.42M ﹤0.01%
157,227
-169,461
2848
$1.41M ﹤0.01%
124,471
-58,270
2849
$1.41M ﹤0.01%
51,830
+300
2850
$1.41M ﹤0.01%
48,112
+42,748
112 113
114
115 116