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
326
$124M 0.04%
897,203
+154,521
327
$122M 0.04%
946,807
+335,383
328
$122M 0.04%
1,824,227
+121,625
329
$122M 0.04%
3,678,151
-130,552
330
$121M 0.04%
924,061
+417,391
331
$121M 0.04%
2,025,866
-964,008
332
$121M 0.04%
600,257
+2,932
333
$121M 0.04%
3,404,974
+992,214
334
$120M 0.04%
789,845
+38,391
335
$120M 0.04%
1,580,335
+8,041
336
$120M 0.04%
835,153
+218,981
337
$120M 0.04%
423,600
-6,687
338
$120M 0.04%
4,066,811
-112,360
339
$119M 0.04%
490,267
-15,390
340
$119M 0.04%
1,186,685
-6,444
341
$118M 0.04%
889,397
+154,332
342
$117M 0.04%
3,610,525
+190,246
343
$117M 0.04%
2,322,443
+341,176
344
$117M 0.04%
2,428,178
+358,919
345
$116M 0.04%
3,046,302
+168,441
346
$115M 0.04%
160,442
+58,598
347
$115M 0.04%
1,994,063
-302,915
348
$115M 0.04%
4,837,674
-22,968
349
$114M 0.04%
1,513,469
+460,876
350
$113M 0.04%
3,244,828
+50,448
12 13
14
15 16