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
3476
$624K ﹤0.01%
10,086
-6,884
3477
$624K ﹤0.01%
144,346
+106,002
3478
$623K ﹤0.01%
165,374
+114,356
3479
$623K ﹤0.01%
44,498
+39,858
3480
$623K ﹤0.01%
33,513
+9,484
3481
$623K ﹤0.01%
120,200
+39,370
3482
$622K ﹤0.01%
23,002
-96
3483
$619K ﹤0.01%
+2,858
3484
$619K ﹤0.01%
18,032
-4,232
3485
$617K ﹤0.01%
12,632
-2,811
3486
$617K ﹤0.01%
629,812
+295,016
3487
$617K ﹤0.01%
18,806
+16,163
3488
$616K ﹤0.01%
12,378
-1,197
3489
$616K ﹤0.01%
32,298
-8,269
3490
$615K ﹤0.01%
26,382
+6,426
3491
$614K ﹤0.01%
39,139
-10,141
3492
$613K ﹤0.01%
17,739
-2,188
3493
$613K ﹤0.01%
79,517
-88,167
3494
$613K ﹤0.01%
6,160
+5,304
3495
$610K ﹤0.01%
12,456
-12,500
3496
$609K ﹤0.01%
42,436
-766
3497
$609K ﹤0.01%
24,982
-9,060
3498
$609K ﹤0.01%
9,864
+6,786
3499
$608K ﹤0.01%
67,159
+35,632
3500
$607K ﹤0.01%
21,628
-3,242
138 139
140
141 142