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
3151
$1.19M ﹤0.01%
26,383
-6,039
3152
$1.19M ﹤0.01%
108,323
-226,849
3153
$1.19M ﹤0.01%
51,209
+8,079
3154
$1.19M ﹤0.01%
58,551
-330,778
3155
$1.19M ﹤0.01%
43,978
+16,733
3156
$1.18M ﹤0.01%
39,483
-237
3157
$1.18M ﹤0.01%
91,174
+81,612
3158
$1.18M ﹤0.01%
64,041
-1,140
3159
$1.18M ﹤0.01%
18,735
-82,366
3160
$1.18M ﹤0.01%
16,073
-9,859
3161
$1.18M ﹤0.01%
193,360
+157,221
3162
$1.18M ﹤0.01%
265,745
+52,874
3163
$1.18M ﹤0.01%
52,049
-5,529
3164
$1.17M ﹤0.01%
82,669
-23,555
3165
$1.17M ﹤0.01%
31,806
+14,344
3166
$1.17M ﹤0.01%
125,558
+78,577
3167
$1.17M ﹤0.01%
106,650
+81,260
3168
$1.17M ﹤0.01%
102,276
+47,602
3169
$1.17M ﹤0.01%
34,266
+21,888
3170
$1.17M ﹤0.01%
18,236
-14,877
3171
$1.17M ﹤0.01%
76,175
+9,567
3172
$1.17M ﹤0.01%
66,451
+12,065
3173
$1.16M ﹤0.01%
27,551
+1,175
3174
$1.16M ﹤0.01%
35,143
+24,596
3175
$1.16M ﹤0.01%
232,476
-20,678
125 126
127
128 129