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
301
$128M 0.05%
4,372,562
+102,312
302
$128M 0.05%
745,379
-101,222
303
$128M 0.05%
527,330
+66,661
304
$128M 0.05%
1,735,185
+49,631
305
$128M 0.05%
1,861,946
+108,614
306
$127M 0.05%
2,199,528
-156,800
307
$127M 0.05%
1,559,011
+111,208
308
$127M 0.05%
574,142
+4,901
309
$126M 0.05%
2,753,164
+317,149
310
$126M 0.05%
1,840,480
-70,624
311
$126M 0.05%
333,081
+54,273
312
$126M 0.05%
2,702,996
+309,380
313
$125M 0.05%
352,836
+35,951
314
$125M 0.05%
1,756,722
+948,418
315
$125M 0.05%
719,186
-99,433
316
$124M 0.05%
781,970
+259,971
317
$123M 0.05%
1,353,353
-220,373
318
$123M 0.05%
1,208,158
-134,206
319
$122M 0.05%
1,688,374
+414,547
320
$122M 0.05%
1,567,722
-211,547
321
$122M 0.05%
2,374,480
+1,810,055
322
$120M 0.04%
1,459,908
+67,565
323
$119M 0.04%
1,303,755
+57,019
324
$118M 0.04%
3,153,863
-124,416
325
$117M 0.04%
1,016,286
+33,725
11 12
13
14 15