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
2976
$1.43M ﹤0.01%
158,509
-19,550
2977
$1.43M ﹤0.01%
12,546
+2,217
2978
$1.43M ﹤0.01%
30,399
-17,718
2979
$1.43M ﹤0.01%
220,716
+176,436
2980
$1.43M ﹤0.01%
113,671
+45,765
2981
$1.42M ﹤0.01%
16,830
+2,950
2982
$1.42M ﹤0.01%
24,667
+10,041
2983
$1.42M ﹤0.01%
302,128
+20,753
2984
$1.42M ﹤0.01%
89,034
+17,594
2985
$1.42M ﹤0.01%
19,820
+5,130
2986
$1.42M ﹤0.01%
35,490
-38,268
2987
$1.42M ﹤0.01%
18,670
-1,165
2988
$1.42M ﹤0.01%
37,637
-1,177
2989
$1.42M ﹤0.01%
172,363
-33,730
2990
$1.42M ﹤0.01%
325,763
+12,375
2991
$1.42M ﹤0.01%
112,498
-16,125
2992
$1.42M ﹤0.01%
31,458
+7,139
2993
$1.41M ﹤0.01%
13,786
+3,689
2994
$1.41M ﹤0.01%
36,857
+30,117
2995
$1.41M ﹤0.01%
365,991
+140,325
2996
$1.41M ﹤0.01%
33,061
+9,186
2997
$1.41M ﹤0.01%
44,023
-30,355
2998
$1.41M ﹤0.01%
178,454
+15,834
2999
$1.4M ﹤0.01%
78,874
-8,229
3000
$1.4M ﹤0.01%
47,132
+2,793
118 119
120
121 122