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
3176
$931K ﹤0.01%
30,367
+9,138
3177
$931K ﹤0.01%
38,490
+6,803
3178
$930K ﹤0.01%
106,457
-86,785
3179
$929K ﹤0.01%
90,455
-61,291
3180
$928K ﹤0.01%
110,373
+49,384
3181
$927K ﹤0.01%
411,911
+9,103
3182
$921K ﹤0.01%
15,147
+10,745
3183
$920K ﹤0.01%
1,293
+674
3184
$917K ﹤0.01%
38,513
+20,509
3185
$916K ﹤0.01%
+50,549
3186
$914K ﹤0.01%
14,164
+2,932
3187
$913K ﹤0.01%
490,800
+77,741
3188
$913K ﹤0.01%
17,126
-865
3189
$912K ﹤0.01%
38,234
+33,060
3190
$911K ﹤0.01%
83,933
-2,267
3191
$908K ﹤0.01%
28,506
+5,900
3192
$908K ﹤0.01%
78,799
-10,010,672
3193
$907K ﹤0.01%
24,724
+10,333
3194
$907K ﹤0.01%
20,447
+15,530
3195
$907K ﹤0.01%
9,399
+6,999
3196
$907K ﹤0.01%
85,172
-20,049
3197
$906K ﹤0.01%
24,501
+5,645
3198
$905K ﹤0.01%
113,788
+46,997
3199
$905K ﹤0.01%
+40,728
3200
$904K ﹤0.01%
51,765
+30,203
126 127
128
129 130