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
2901
$1.32M ﹤0.01%
176,088
-3,010
2902
$1.32M ﹤0.01%
99,006
+15,287
2903
$1.32M ﹤0.01%
50,969
-3,456
2904
$1.32M ﹤0.01%
50,675
-26,280
2905
$1.32M ﹤0.01%
78,169
+60,961
2906
$1.32M ﹤0.01%
116,762
+14,802
2907
$1.32M ﹤0.01%
243,702
-9,139
2908
$1.32M ﹤0.01%
9,356
+3,102
2909
$1.32M ﹤0.01%
42,450
-4,976
2910
$1.31M ﹤0.01%
57,197
-1,128
2911
$1.31M ﹤0.01%
162,249
-106,514
2912
$1.31M ﹤0.01%
26,675
+6,450
2913
$1.31M ﹤0.01%
61,222
-903
2914
$1.31M ﹤0.01%
30,034
+4,347
2915
$1.3M ﹤0.01%
5,924
-46,450
2916
$1.3M ﹤0.01%
48,735
+21,149
2917
$1.3M ﹤0.01%
73,064
-17,361
2918
$1.3M ﹤0.01%
260,727
+34,373
2919
$1.3M ﹤0.01%
36,949
+8,432
2920
$1.3M ﹤0.01%
90,694
+6,736
2921
$1.3M ﹤0.01%
28,544
-4,200
2922
$1.29M ﹤0.01%
28,266
+22,823
2923
$1.29M ﹤0.01%
89,892
-74,694
2924
$1.29M ﹤0.01%
69,800
-19,671
2925
$1.29M ﹤0.01%
+161,012
115 116
117
118 119