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
276
$156M 0.05%
2,219,384
+568,961
277
$156M 0.05%
633,172
+86,766
278
$155M 0.05%
2,062,544
+2,824
279
$154M 0.05%
754,479
+3,059
280
$153M 0.05%
617,446
+38,726
281
$153M 0.05%
194,901
+55,618
282
$153M 0.05%
314,526
-147,427
283
$151M 0.05%
1,740,176
+529,300
284
$149M 0.05%
1,988,860
+141,112
285
$149M 0.05%
1,570,591
-126,513
286
$148M 0.05%
1,326,956
+150,669
287
$148M 0.05%
1,056,822
+141,089
288
$146M 0.05%
2,975,571
-30,420
289
$146M 0.05%
1,292,641
-59,838
290
$146M 0.05%
320,314
+26,729
291
$145M 0.05%
1,482,228
+20,865
292
$144M 0.05%
1,773,989
-11,573
293
$144M 0.05%
5,342,085
-255,864
294
$144M 0.05%
2,325,482
+416,468
295
$143M 0.05%
665,997
-63,016
296
$143M 0.05%
1,797,965
-105,567
297
$142M 0.05%
10,383,660
+4,425,462
298
$141M 0.05%
5,154,102
+4,465,222
299
$141M 0.05%
6,848,186
+4,085,781
300
$141M 0.05%
1,353,715
-3,027
10 11
12
13 14