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
3076
$1.06M ﹤0.01%
72,553
-20,488
3077
$1.06M ﹤0.01%
19,283
+9,755
3078
$1.06M ﹤0.01%
27,406
+6,763
3079
$1.06M ﹤0.01%
16,899
-8,974
3080
$1.06M ﹤0.01%
77,075
+37,222
3081
$1.06M ﹤0.01%
54,423
+2,099
3082
$1.06M ﹤0.01%
170,836
+52,918
3083
$1.05M ﹤0.01%
69,006
+3,191
3084
$1.05M ﹤0.01%
88,787
-5,057
3085
$1.05M ﹤0.01%
58,312
-39,028
3086
$1.05M ﹤0.01%
117,589
+100,320
3087
$1.05M ﹤0.01%
14,049
+13,171
3088
$1.05M ﹤0.01%
35,831
-33,540
3089
$1.04M ﹤0.01%
27,059
-16,300
3090
$1.04M ﹤0.01%
1,859
+748
3091
$1.04M ﹤0.01%
11,234
+5,709
3092
$1.04M ﹤0.01%
17,682
+12,695
3093
$1.04M ﹤0.01%
105,861
-113,735
3094
$1.04M ﹤0.01%
98,153
+7,086
3095
$1.03M ﹤0.01%
48,936
+11,808
3096
$1.03M ﹤0.01%
98,438
+35,156
3097
$1.03M ﹤0.01%
138,898
+91,895
3098
$1.03M ﹤0.01%
48,846
+31,584
3099
$1.03M ﹤0.01%
37,224
-14,568
3100
$1.03M ﹤0.01%
45,298
-4,715
122 123
124
125 126