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
2851
$1.63M ﹤0.01%
18,704
+7,849
2852
$1.63M ﹤0.01%
22,012
+12,526
2853
$1.63M ﹤0.01%
72,419
-13,373
2854
$1.63M ﹤0.01%
1,172
-738
2855
$1.63M ﹤0.01%
211,227
-32,001
2856
$1.62M ﹤0.01%
116,543
+51,696
2857
$1.62M ﹤0.01%
31,431
-20,520
2858
$1.62M ﹤0.01%
71,109
-72,780
2859
$1.62M ﹤0.01%
39,280
+3,237
2860
$1.62M ﹤0.01%
7,454
-2,362
2861
$1.62M ﹤0.01%
53,913
+14,278
2862
$1.62M ﹤0.01%
155,603
-23,557
2863
$1.62M ﹤0.01%
30,917
+7,895
2864
$1.62M ﹤0.01%
351,844
-294,951
2865
$1.62M ﹤0.01%
24,720
+9,548
2866
$1.61M ﹤0.01%
50,601
+16,291
2867
$1.61M ﹤0.01%
56,703
+28,271
2868
$1.61M ﹤0.01%
64,669
-86,017
2869
$1.61M ﹤0.01%
537,659
+6,465
2870
$1.6M ﹤0.01%
61,240
+29,588
2871
$1.6M ﹤0.01%
73,654
+11,801
2872
$1.6M ﹤0.01%
51,003
+23,820
2873
$1.6M ﹤0.01%
74,075
+27,522
2874
$1.6M ﹤0.01%
133,555
-10,123
2875
$1.6M ﹤0.01%
85,609
-2,864
113 114
115
116 117