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
3026
$1.13M ﹤0.01%
115,421
+105,617
3027
$1.13M ﹤0.01%
20,769
+5,540
3028
$1.13M ﹤0.01%
49,554
+2,502
3029
$1.13M ﹤0.01%
54,867
+15,146
3030
$1.12M ﹤0.01%
176,745
-87,529
3031
$1.12M ﹤0.01%
30,451
-3,092
3032
$1.12M ﹤0.01%
88,041
+2,276
3033
$1.12M ﹤0.01%
454,367
+448,376
3034
$1.12M ﹤0.01%
16,211
+4,177
3035
$1.12M ﹤0.01%
21,311
+6,295
3036
$1.11M ﹤0.01%
25,061
+9,580
3037
$1.11M ﹤0.01%
23,303
-1,007
3038
$1.11M ﹤0.01%
40,666
-153,798
3039
$1.11M ﹤0.01%
22,003
-14,467
3040
$1.11M ﹤0.01%
28,979
-391
3041
$1.11M ﹤0.01%
56,487
+3,451
3042
$1.11M ﹤0.01%
+37,188
3043
$1.1M ﹤0.01%
73,139
+55,074
3044
$1.1M ﹤0.01%
95,748
-16,218
3045
$1.1M ﹤0.01%
10,694
+9,770
3046
$1.1M ﹤0.01%
197,258
-19,500
3047
$1.1M ﹤0.01%
47,304
+28,454
3048
$1.1M ﹤0.01%
87,428
+18,689
3049
$1.1M ﹤0.01%
63,556
-50,378
3050
$1.1M ﹤0.01%
47,225
-396
120 121
122
123 124