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
2926
$1.29M ﹤0.01%
25,254
+19,124
2927
$1.28M ﹤0.01%
16,969
+931
2928
$1.28M ﹤0.01%
100,522
+17,599
2929
$1.28M ﹤0.01%
127,307
-5,278
2930
$1.28M ﹤0.01%
7,814
+5,580
2931
$1.28M ﹤0.01%
17,037
+3,450
2932
$1.28M ﹤0.01%
21,415
+7,130
2933
$1.28M ﹤0.01%
27,676
+17,048
2934
$1.27M ﹤0.01%
208,510
-257,119
2935
$1.27M ﹤0.01%
36,756
-360
2936
$1.27M ﹤0.01%
111,449
-4,954
2937
$1.27M ﹤0.01%
69,100
+7,918
2938
$1.27M ﹤0.01%
22,342
-8,398
2939
$1.27M ﹤0.01%
243,657
+159,654
2940
$1.27M ﹤0.01%
223,436
-89,262
2941
$1.27M ﹤0.01%
34,148
-186,933
2942
$1.27M ﹤0.01%
28,586
+25,050
2943
$1.26M ﹤0.01%
155,949
+49,817
2944
$1.26M ﹤0.01%
+56,596
2945
$1.25M ﹤0.01%
30,720
+21,849
2946
$1.25M ﹤0.01%
72,083
-2,527
2947
$1.25M ﹤0.01%
28,738
+12,157
2948
$1.25M ﹤0.01%
321,246
-91,958
2949
$1.25M ﹤0.01%
400,409
+124,246
2950
$1.24M ﹤0.01%
19,871
+6,807
116 117
118
119 120