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
2951
$1.24M ﹤0.01%
14,522
-3,983
2952
$1.24M ﹤0.01%
18,220
+12,471
2953
$1.24M ﹤0.01%
11,062
+9,273
2954
$1.24M ﹤0.01%
43,962
+33,107
2955
$1.24M ﹤0.01%
22,301
-42,192
2956
$1.24M ﹤0.01%
281,287
+181,034
2957
$1.24M ﹤0.01%
120,408
-15,149
2958
$1.24M ﹤0.01%
53,800
-6,011
2959
$1.24M ﹤0.01%
59,748
+20,052
2960
$1.23M ﹤0.01%
108,135
+42,607
2961
$1.23M ﹤0.01%
33,887
-134
2962
$1.23M ﹤0.01%
41,648
+11,001
2963
$1.23M ﹤0.01%
42,739
-1,859
2964
$1.23M ﹤0.01%
236,023
+16,489
2965
$1.23M ﹤0.01%
47,176
+1,202
2966
$1.23M ﹤0.01%
19,020
+1,930
2967
$1.22M ﹤0.01%
152,918
-11,215
2968
$1.22M ﹤0.01%
194,651
+145,749
2969
$1.22M ﹤0.01%
15,604
+8,018
2970
$1.22M ﹤0.01%
38,704
+12,008
2971
$1.22M ﹤0.01%
18,805
-101,695
2972
$1.22M ﹤0.01%
23,923
-8,276
2973
$1.22M ﹤0.01%
29,644
+11,057
2974
$1.22M ﹤0.01%
38,316
+20,784
2975
$1.22M ﹤0.01%
63,932
+6,683
117 118
119
120 121