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
3101
$1.02M ﹤0.01%
+50,844
3102
$1.02M ﹤0.01%
77,452
-46,552
3103
$1.02M ﹤0.01%
421,359
-94,506
3104
$1.02M ﹤0.01%
18,440
-544
3105
$1.02M ﹤0.01%
54,440
+3,480
3106
$1.02M ﹤0.01%
67,991
-21,407
3107
$1.02M ﹤0.01%
13,461
-176
3108
$1.02M ﹤0.01%
12,493
+4,246
3109
$1.01M ﹤0.01%
7,577
-772
3110
$1.01M ﹤0.01%
96,279
+8,121
3111
$1.01M ﹤0.01%
93,308
-5,256
3112
$1.01M ﹤0.01%
79,574
+5,345
3113
$1.01M ﹤0.01%
174,822
-167,039
3114
$1.01M ﹤0.01%
13,057
-5,244
3115
$1.01M ﹤0.01%
+40,521
3116
$1.01M ﹤0.01%
26,126
+22,402
3117
$1.01M ﹤0.01%
174,068
-58,281
3118
$1M ﹤0.01%
29,576
+3,499
3119
$1M ﹤0.01%
168,844
+23,984
3120
$1M ﹤0.01%
42,333
-4,210
3121
$1M ﹤0.01%
355,264
+35,170
3122
$1M ﹤0.01%
28,062
+20,517
3123
$1M ﹤0.01%
89,144
-3,577
3124
$999K ﹤0.01%
116,455
+34,594
3125
$998K ﹤0.01%
39,094
+15,012
123 124
125
126 127