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
3551
$566K ﹤0.01%
538,630
+227,569
3552
$565K ﹤0.01%
11,852
-11,345
3553
$564K ﹤0.01%
14,603
+9,552
3554
$563K ﹤0.01%
15,904
+2,865
3555
$563K ﹤0.01%
111,617
+64,764
3556
$563K ﹤0.01%
93,751
-11,133
3557
$562K ﹤0.01%
106,783
+10,102
3558
$561K ﹤0.01%
12,639
+6,756
3559
$561K ﹤0.01%
8,295
+635
3560
$560K ﹤0.01%
63,245
+45,594
3561
$560K ﹤0.01%
22,636
+1,589
3562
$560K ﹤0.01%
98,399
+2,536
3563
$558K ﹤0.01%
82,250
-57,246
3564
$557K ﹤0.01%
74,298
+11,770
3565
$557K ﹤0.01%
15,223
+4,777
3566
$555K ﹤0.01%
34,388
-1,711
3567
$553K ﹤0.01%
3,780
+2,329
3568
$553K ﹤0.01%
111,975
+4,113
3569
$553K ﹤0.01%
23,241
+22,786
3570
$552K ﹤0.01%
22,334
+3,527
3571
$552K ﹤0.01%
64,898
-22,838
3572
$550K ﹤0.01%
3,312
+1,150
3573
$549K ﹤0.01%
9,318
-741
3574
$547K ﹤0.01%
158,585
+42,561
3575
$547K ﹤0.01%
13,427
-15,533
141 142
143
144 145