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
3001
$1.4M ﹤0.01%
20,848
+4,422
3002
$1.4M ﹤0.01%
78,992
-7,679
3003
$1.4M ﹤0.01%
115,082
-14,126
3004
$1.4M ﹤0.01%
21,101
-3,544
3005
$1.4M ﹤0.01%
179,296
-2,997
3006
$1.4M ﹤0.01%
42,630
+42,346
3007
$1.4M ﹤0.01%
30,269
+21,548
3008
$1.4M ﹤0.01%
24,957
-1,917
3009
$1.39M ﹤0.01%
151,376
-7,210
3010
$1.39M ﹤0.01%
91,543
+9,195
3011
$1.39M ﹤0.01%
43,270
+18,947
3012
$1.39M ﹤0.01%
812,777
+123,700
3013
$1.39M ﹤0.01%
29,619
-40,165
3014
$1.39M ﹤0.01%
173,440
-324,844
3015
$1.38M ﹤0.01%
77,957
+75,984
3016
$1.38M ﹤0.01%
33,713
+1,428
3017
$1.38M ﹤0.01%
21,932
+14,172
3018
$1.38M ﹤0.01%
33,314
+30,802
3019
$1.38M ﹤0.01%
20,959
-6,373
3020
$1.38M ﹤0.01%
46,413
+18,623
3021
$1.37M ﹤0.01%
39,671
+2,791
3022
$1.37M ﹤0.01%
187,074
-29,752
3023
$1.37M ﹤0.01%
53,571
+8,499
3024
$1.37M ﹤0.01%
75,956
+17,181
3025
$1.37M ﹤0.01%
44,690
-3,289
119 120
121
122 123