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
2876
$1.36M ﹤0.01%
115,524
+47,559
2877
$1.36M ﹤0.01%
33,869
+27,169
2878
$1.36M ﹤0.01%
29,935
+24,156
2879
$1.36M ﹤0.01%
102,879
-2,902
2880
$1.36M ﹤0.01%
33,201
+2,380
2881
$1.35M ﹤0.01%
341,874
+282,041
2882
$1.35M ﹤0.01%
35,516
+2,180
2883
$1.35M ﹤0.01%
83,943
+80,435
2884
$1.35M ﹤0.01%
126,609
+21,210
2885
$1.35M ﹤0.01%
37,424
+1,204
2886
$1.34M ﹤0.01%
72,825
-9,937
2887
$1.34M ﹤0.01%
120,123
-84,334
2888
$1.34M ﹤0.01%
29,424
+8,974
2889
$1.34M ﹤0.01%
171,922
+82,518
2890
$1.34M ﹤0.01%
120,015
+36,917
2891
$1.34M ﹤0.01%
45,683
+35,780
2892
$1.33M ﹤0.01%
52,368
+41,925
2893
$1.33M ﹤0.01%
58,248
+48,039
2894
$1.33M ﹤0.01%
8,061
-1,286
2895
$1.33M ﹤0.01%
578,562
+9,740
2896
$1.33M ﹤0.01%
214,202
+44,981
2897
$1.33M ﹤0.01%
154,474
-41,836
2898
$1.32M ﹤0.01%
302,880
+10,634
2899
$1.32M ﹤0.01%
128,559
+40,926
2900
$1.32M ﹤0.01%
30,855
-37,869
114 115
116
117 118