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
3176
$1.16M ﹤0.01%
28,553
+8,415
3177
$1.16M ﹤0.01%
75,037
+54,194
3178
$1.16M ﹤0.01%
28,192
+7,512
3179
$1.16M ﹤0.01%
49,297
+8,801
3180
$1.16M ﹤0.01%
24,455
+21,131
3181
$1.16M ﹤0.01%
41,571
-4,447
3182
$1.16M ﹤0.01%
21,386
-2,592
3183
$1.16M ﹤0.01%
307,194
+62,448
3184
$1.15M ﹤0.01%
136,655
+83,119
3185
$1.15M ﹤0.01%
260,416
+25,937
3186
$1.15M ﹤0.01%
45,038
+3,594
3187
$1.15M ﹤0.01%
122,378
-92,688
3188
$1.15M ﹤0.01%
7,008
+3,508
3189
$1.15M ﹤0.01%
82,756
-2,094
3190
$1.15M ﹤0.01%
145,551
-322
3191
$1.15M ﹤0.01%
188,256
+17,228
3192
$1.15M ﹤0.01%
48,507
+15,458
3193
$1.15M ﹤0.01%
101,086
+25,983
3194
$1.15M ﹤0.01%
77,755
+62,646
3195
$1.14M ﹤0.01%
12,206
-60,763
3196
$1.14M ﹤0.01%
26,001
+25,083
3197
$1.14M ﹤0.01%
40,413
+4,217
3198
$1.14M ﹤0.01%
32,188
-2,567
3199
$1.14M ﹤0.01%
9,388
+2,118
3200
$1.14M ﹤0.01%
36,073
-126,119
126 127
128
129 130