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
2826
$1.7M ﹤0.01%
158,711
-41,016
2827
$1.7M ﹤0.01%
95,111
+5,393
2828
$1.69M ﹤0.01%
96,314
+90,834
2829
$1.69M ﹤0.01%
187,247
+58,348
2830
$1.68M ﹤0.01%
15,942
+1,987
2831
$1.67M ﹤0.01%
119,718
-109,586
2832
$1.67M ﹤0.01%
70,923
-26,616
2833
$1.67M ﹤0.01%
121,421
+41,865
2834
$1.66M ﹤0.01%
186,217
+173,878
2835
$1.66M ﹤0.01%
52,612
+37,145
2836
$1.66M ﹤0.01%
13,158
-1,424
2837
$1.66M ﹤0.01%
22,614
+13,148
2838
$1.66M ﹤0.01%
262,922
-13,702
2839
$1.66M ﹤0.01%
132,355
+62,483
2840
$1.65M ﹤0.01%
84,966
+61,693
2841
$1.65M ﹤0.01%
16,796
-8,645
2842
$1.65M ﹤0.01%
88,074
-2,761
2843
$1.65M ﹤0.01%
25,365
+7,767
2844
$1.65M ﹤0.01%
28,938
+12,157
2845
$1.65M ﹤0.01%
116,469
+8,631
2846
$1.65M ﹤0.01%
63,753
+23,813
2847
$1.65M ﹤0.01%
59,408
+13,136
2848
$1.64M ﹤0.01%
33,316
+11,236
2849
$1.64M ﹤0.01%
40,783
+12,317
2850
$1.64M ﹤0.01%
93,585
+7,475
112 113
114
115 116