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
3051
$1.09M ﹤0.01%
99,811
+27,354
3052
$1.09M ﹤0.01%
66,641
-1,846,583
3053
$1.09M ﹤0.01%
106,821
+32,310
3054
$1.09M ﹤0.01%
46,660
-11,989
3055
$1.09M ﹤0.01%
130,591
+107,485
3056
$1.09M ﹤0.01%
52,740
+15,164
3057
$1.09M ﹤0.01%
21,008
-4,792
3058
$1.09M ﹤0.01%
53,050
-3,123
3059
$1.09M ﹤0.01%
33,848
+2,276
3060
$1.09M ﹤0.01%
9,421
+4,859
3061
$1.09M ﹤0.01%
21,443
-41,382
3062
$1.09M ﹤0.01%
33,973
+17,684
3063
$1.08M ﹤0.01%
180,135
-2,862
3064
$1.08M ﹤0.01%
27,031
+4,997
3065
$1.08M ﹤0.01%
6,704
+1,284
3066
$1.08M ﹤0.01%
236,980
+40,263
3067
$1.08M ﹤0.01%
126,861
+2,462
3068
$1.07M ﹤0.01%
141,237
+108,272
3069
$1.07M ﹤0.01%
63,324
+41,549
3070
$1.07M ﹤0.01%
28,443
+1,224
3071
$1.07M ﹤0.01%
241,209
-109,623
3072
$1.07M ﹤0.01%
17,754
+1,001
3073
$1.07M ﹤0.01%
284,163
+16,138
3074
$1.07M ﹤0.01%
14,525
+4,622
3075
$1.06M ﹤0.01%
20,137
-1,189
121 122
123
124 125