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
3076
$1.3M ﹤0.01%
85,386
+35,970
3077
$1.3M ﹤0.01%
99,965
-46,637
3078
$1.3M ﹤0.01%
105,392
-21,598
3079
$1.29M ﹤0.01%
132,197
-15,026
3080
$1.29M ﹤0.01%
137,986
+26,485
3081
$1.29M ﹤0.01%
79,786
+44,385
3082
$1.29M ﹤0.01%
98,342
-21,606
3083
$1.29M ﹤0.01%
48,096
-74,660
3084
$1.29M ﹤0.01%
85,175
+42,326
3085
$1.29M ﹤0.01%
125,428
+70,542
3086
$1.28M ﹤0.01%
44,015
+16,269
3087
$1.28M ﹤0.01%
54,826
-2,080
3088
$1.28M ﹤0.01%
32,500
-38,663
3089
$1.28M ﹤0.01%
168,522
+147,848
3090
$1.27M ﹤0.01%
43,417
+24,733
3091
$1.27M ﹤0.01%
87,993
+23,693
3092
$1.26M ﹤0.01%
44,012
-12,055
3093
$1.26M ﹤0.01%
82,381
-1,247
3094
$1.26M ﹤0.01%
12,189
-123,002
3095
$1.26M ﹤0.01%
54,407
+47,202
3096
$1.26M ﹤0.01%
168,725
-210
3097
$1.26M ﹤0.01%
91,906
+9,993
3098
$1.26M ﹤0.01%
89,392
-6,004
3099
$1.26M ﹤0.01%
22,512
-3,412
3100
$1.25M ﹤0.01%
64,277
+51,959
122 123
124
125 126