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
3501
$607K ﹤0.01%
5,002
+1,458
3502
$607K ﹤0.01%
10,745
-18,529
3503
$606K ﹤0.01%
16,803
+194
3504
$606K ﹤0.01%
+12,067
3505
$605K ﹤0.01%
37,960
-1,882
3506
$604K ﹤0.01%
197,488
-432,305
3507
$604K ﹤0.01%
43,257
+3,748
3508
$604K ﹤0.01%
42,660
-3,540
3509
$604K ﹤0.01%
24,205
+5,263
3510
$604K ﹤0.01%
12,547
-10,302
3511
$603K ﹤0.01%
18,333
-8,445
3512
$601K ﹤0.01%
57,599
+13,910
3513
$601K ﹤0.01%
69,746
+6,784
3514
$600K ﹤0.01%
47,156
-2,065
3515
$600K ﹤0.01%
23,237
-7
3516
$600K ﹤0.01%
37,838
+6,203
3517
$600K ﹤0.01%
31,021
+2,383
3518
$597K ﹤0.01%
8,400
+5,541
3519
$596K ﹤0.01%
88,535
-8,155
3520
$595K ﹤0.01%
17,987
+15,404
3521
$595K ﹤0.01%
14,718
+8,880
3522
$594K ﹤0.01%
43,359
+18,977
3523
$592K ﹤0.01%
7,264
+5,058
3524
$591K ﹤0.01%
314,238
-64,157
3525
$590K ﹤0.01%
79,962
+67,466
139 140
141
142 143