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
2851
$1.41M ﹤0.01%
11,501
-114
2852
$1.41M ﹤0.01%
28,531
+25,561
2853
$1.41M ﹤0.01%
104,003
-5,067
2854
$1.4M ﹤0.01%
103,388
+25,996
2855
$1.4M ﹤0.01%
57,679
+39,099
2856
$1.4M ﹤0.01%
51,541
+39,556
2857
$1.4M ﹤0.01%
9,327
+4,266
2858
$1.39M ﹤0.01%
107,996
+28,995
2859
$1.39M ﹤0.01%
31,453
+14,182
2860
$1.39M ﹤0.01%
55,147
-59,290
2861
$1.39M ﹤0.01%
115,755
-9,787
2862
$1.39M ﹤0.01%
117,471
-57,158
2863
$1.39M ﹤0.01%
88,626
-120,297
2864
$1.39M ﹤0.01%
64,476
+42,465
2865
$1.39M ﹤0.01%
14,052
+10,376
2866
$1.38M ﹤0.01%
94,027
+78,776
2867
$1.38M ﹤0.01%
27,298
-7,508
2868
$1.38M ﹤0.01%
37,337
+9,801
2869
$1.38M ﹤0.01%
72,821
+5,039
2870
$1.38M ﹤0.01%
58,473
+30,987
2871
$1.37M ﹤0.01%
35,997
-1,081
2872
$1.37M ﹤0.01%
25,832
-7,227
2873
$1.37M ﹤0.01%
34,830
-450
2874
$1.37M ﹤0.01%
37,353
+29,090
2875
$1.36M ﹤0.01%
151,791
+102,753
113 114
115
116 117