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
2876
$1.59M ﹤0.01%
87,496
+7,681
2877
$1.59M ﹤0.01%
159,642
-16,136
2878
$1.59M ﹤0.01%
94,861
-32,621
2879
$1.59M ﹤0.01%
130,059
-11,165
2880
$1.59M ﹤0.01%
39,490
+1,877
2881
$1.58M ﹤0.01%
287,034
-4,149
2882
$1.58M ﹤0.01%
152,890
-2,025
2883
$1.58M ﹤0.01%
19,990
-1,212
2884
$1.58M ﹤0.01%
61,437
-17,267
2885
$1.58M ﹤0.01%
116,853
+113,856
2886
$1.58M ﹤0.01%
158,384
+1,198
2887
$1.58M ﹤0.01%
55,233
+23,076
2888
$1.58M ﹤0.01%
200,599
-424,764
2889
$1.58M ﹤0.01%
56,644
-4,878
2890
$1.58M ﹤0.01%
33,929
+25,026
2891
$1.57M ﹤0.01%
90,685
+38,772
2892
$1.57M ﹤0.01%
176,547
-21,712
2893
$1.57M ﹤0.01%
117,450
-32,577
2894
$1.57M ﹤0.01%
10,606
+1,773
2895
$1.56M ﹤0.01%
63,798
+5,594
2896
$1.56M ﹤0.01%
33,969
-59,751
2897
$1.56M ﹤0.01%
132,011
+29,081
2898
$1.56M ﹤0.01%
15,503
+3,613
2899
$1.56M ﹤0.01%
71,306
-4,901
2900
$1.56M ﹤0.01%
18,999
+4,539
114 115
116
117 118