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
3301
$779K ﹤0.01%
3,596
-2,699
3302
$778K ﹤0.01%
21,897
-3,127
3303
$775K ﹤0.01%
53,143
-199,540
3304
$775K ﹤0.01%
23,211
+2,620
3305
$774K ﹤0.01%
30,350
-59,065
3306
$772K ﹤0.01%
77,316
-82,762
3307
$772K ﹤0.01%
175,513
-3,398
3308
$772K ﹤0.01%
9,645
+2,848
3309
$771K ﹤0.01%
73,388
-2,276
3310
$770K ﹤0.01%
35,062
-16,775
3311
$769K ﹤0.01%
8,111
+807
3312
$769K ﹤0.01%
28,712
-32,349
3313
$768K ﹤0.01%
5,705
-1,483
3314
$765K ﹤0.01%
72,844
+30,207
3315
$763K ﹤0.01%
11,750
-281
3316
$763K ﹤0.01%
37,103
-4,673
3317
$762K ﹤0.01%
37,208
+2,547
3318
$761K ﹤0.01%
87,981
+68,010
3319
$759K ﹤0.01%
15,955
+11,695
3320
$758K ﹤0.01%
21,187
+17,814
3321
$758K ﹤0.01%
16,943
+1,329
3322
$758K ﹤0.01%
20,329
+10,029
3323
$756K ﹤0.01%
301,138
+171,607
3324
$755K ﹤0.01%
51,957
-173
3325
$754K ﹤0.01%
96,480
+3,812
131 132
133
134 135