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
276
$144M 0.05%
1,668,160
+214,165
277
$143M 0.05%
1,546,777
+330,052
278
$142M 0.05%
4,667,127
-168,347
279
$142M 0.05%
2,813,907
+607,072
280
$142M 0.05%
2,301,241
+96,924
281
$141M 0.05%
1,784,229
+1,739,175
282
$141M 0.05%
2,140,483
+353,209
283
$140M 0.05%
1,334,770
-122,402
284
$140M 0.05%
1,091,689
+54,981
285
$139M 0.05%
2,661,246
-425,670
286
$138M 0.05%
2,820,231
+332,809
287
$137M 0.05%
1,185,189
+78,249
288
$136M 0.05%
4,043,711
+137,179
289
$136M 0.05%
929,772
+40,305
290
$136M 0.05%
349,399
+40,393
291
$136M 0.05%
2,825,755
-185,437
292
$135M 0.05%
2,973,194
-226,474
293
$135M 0.05%
1,104,893
+74,388
294
$134M 0.05%
1,577,259
-182,646
295
$133M 0.05%
524,522
+206,274
296
$133M 0.05%
2,446,861
+1,365,359
297
$132M 0.05%
4,722,921
+1,249,975
298
$131M 0.05%
2,080,053
+233,399
299
$130M 0.05%
866,494
+91,875
300
$129M 0.05%
1,757,744
+247,447
10 11
12
13 14