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
3026
$1.37M ﹤0.01%
50,796
+27,143
3027
$1.36M ﹤0.01%
30,060
+12,333
3028
$1.36M ﹤0.01%
202,427
+92,339
3029
$1.36M ﹤0.01%
42,097
-121
3030
$1.36M ﹤0.01%
59,915
+15,675
3031
$1.35M ﹤0.01%
29,938
-700
3032
$1.35M ﹤0.01%
47,042
+930
3033
$1.35M ﹤0.01%
59,989
+45,728
3034
$1.35M ﹤0.01%
18,270
-77,650
3035
$1.35M ﹤0.01%
94,531
+69,439
3036
$1.35M ﹤0.01%
18,003
-40,732
3037
$1.35M ﹤0.01%
11,529
-4,414
3038
$1.35M ﹤0.01%
22,229
+12,953
3039
$1.35M ﹤0.01%
27,944
-12,265
3040
$1.35M ﹤0.01%
83,075
+80,587
3041
$1.35M ﹤0.01%
136,413
+29,048
3042
$1.34M ﹤0.01%
43,170
-2,632
3043
$1.34M ﹤0.01%
91,242
+78,618
3044
$1.34M ﹤0.01%
198,690
+7,538
3045
$1.34M ﹤0.01%
41,355
+2,153
3046
$1.34M ﹤0.01%
31,770
+1,329
3047
$1.34M ﹤0.01%
134,994
+25,659
3048
$1.34M ﹤0.01%
31,095
-15,437
3049
$1.34M ﹤0.01%
72,817
+471
3050
$1.33M ﹤0.01%
11,312
-8,782
120 121
122
123 124