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
3226
$1.1M ﹤0.01%
61,804
+23,631
3227
$1.09M ﹤0.01%
42,343
-17,074
3228
$1.09M ﹤0.01%
85,285
-99,891
3229
$1.09M ﹤0.01%
28,203
+585
3230
$1.09M ﹤0.01%
16,686
-6,171
3231
$1.08M ﹤0.01%
37,375
+12,383
3232
$1.08M ﹤0.01%
254,269
+6,068
3233
$1.08M ﹤0.01%
23,163
-13,825
3234
$1.08M ﹤0.01%
335,776
+21,527
3235
$1.08M ﹤0.01%
32,587
-45,564
3236
$1.08M ﹤0.01%
132,774
-49,576
3237
$1.08M ﹤0.01%
88,387
-418,538
3238
$1.08M ﹤0.01%
89,912
+21,703
3239
$1.08M ﹤0.01%
10,797
+8,732
3240
$1.08M ﹤0.01%
34,960
+21,933
3241
$1.07M ﹤0.01%
10,773
-2,217
3242
$1.07M ﹤0.01%
81,833
+3,554
3243
$1.07M ﹤0.01%
15,588
+11,785
3244
$1.07M ﹤0.01%
36,667
+2,814
3245
$1.07M ﹤0.01%
113,553
+462
3246
$1.07M ﹤0.01%
88,987
+925
3247
$1.07M ﹤0.01%
47,924
+13,493
3248
$1.07M ﹤0.01%
41,770
+4,382
3249
$1.06M ﹤0.01%
35,340
-17,406
3250
$1.06M ﹤0.01%
22,137
-7,272
128 129
130
131 132