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
3051
$1.33M ﹤0.01%
23,698
-4,657
3052
$1.33M ﹤0.01%
145,961
+117,020
3053
$1.33M ﹤0.01%
119,611
-3,193
3054
$1.33M ﹤0.01%
139,752
+50,973
3055
$1.33M ﹤0.01%
32,162
+6,626
3056
$1.33M ﹤0.01%
85,799
+23,530
3057
$1.33M ﹤0.01%
23,658
+2,509
3058
$1.33M ﹤0.01%
20,086
+12,931
3059
$1.32M ﹤0.01%
19,528
+4,395
3060
$1.32M ﹤0.01%
266,825
-17,143
3061
$1.32M ﹤0.01%
124,296
+4,941
3062
$1.32M ﹤0.01%
94,374
-14,067
3063
$1.32M ﹤0.01%
98,072
-41,936
3064
$1.32M ﹤0.01%
24,424
-875
3065
$1.32M ﹤0.01%
128,292
+20,748
3066
$1.32M ﹤0.01%
11,217
-16,911
3067
$1.32M ﹤0.01%
15,916
-10,369
3068
$1.31M ﹤0.01%
107,103
-34,863
3069
$1.31M ﹤0.01%
34,587
+33,655
3070
$1.31M ﹤0.01%
100,656
-65,553
3071
$1.31M ﹤0.01%
80,618
-126,202
3072
$1.31M ﹤0.01%
411,572
+13,357
3073
$1.31M ﹤0.01%
14,102
+7,282
3074
$1.3M ﹤0.01%
135,705
+109,090
3075
$1.3M ﹤0.01%
430,327
-7,298
121 122
123
124 125