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
3001
$1.17M ﹤0.01%
61,670
-2,464
3002
$1.17M ﹤0.01%
68,256
+10,453
3003
$1.17M ﹤0.01%
38,554
+32,441
3004
$1.17M ﹤0.01%
18,339
+14,896
3005
$1.17M ﹤0.01%
14,211
+10,778
3006
$1.17M ﹤0.01%
16,124
+3,015
3007
$1.16M ﹤0.01%
21,612
-5,194
3008
$1.16M ﹤0.01%
22,611
+10,141
3009
$1.16M ﹤0.01%
27,396
-40,370
3010
$1.16M ﹤0.01%
12,706
+9,528
3011
$1.16M ﹤0.01%
61,943
+11,744
3012
$1.15M ﹤0.01%
56,174
-3,840
3013
$1.15M ﹤0.01%
57,879
+25,004
3014
$1.15M ﹤0.01%
39,805
+26,729
3015
$1.15M ﹤0.01%
125,120
+51,453
3016
$1.15M ﹤0.01%
11,949
-4,794
3017
$1.15M ﹤0.01%
37,003
-8,582
3018
$1.15M ﹤0.01%
114,174
+2,820
3019
$1.15M ﹤0.01%
42,595
+33,349
3020
$1.14M ﹤0.01%
47,133
-98,062
3021
$1.14M ﹤0.01%
6,382
+3,978
3022
$1.14M ﹤0.01%
240,733
-9,251
3023
$1.13M ﹤0.01%
39,969
-9,351
3024
$1.13M ﹤0.01%
46,541
-189,556
3025
$1.13M ﹤0.01%
10,526
+8,248
119 120
121
122 123