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
3676
$478K ﹤0.01%
20,680
+5,131
3677
$477K ﹤0.01%
8,510
-14,071
3678
$477K ﹤0.01%
41,480
+7,447
3679
$477K ﹤0.01%
17,179
+13,565
3680
$476K ﹤0.01%
10,940
+8,047
3681
$476K ﹤0.01%
20,290
-823
3682
$475K ﹤0.01%
62,136
+35,131
3683
$475K ﹤0.01%
33,346
-5,780
3684
$473K ﹤0.01%
19,668
+17,156
3685
$473K ﹤0.01%
70,498
+2,282
3686
$469K ﹤0.01%
103,501
+7,164
3687
$469K ﹤0.01%
3,843
+1,241
3688
$469K ﹤0.01%
21,706
+19,518
3689
$468K ﹤0.01%
21,141
-2,949
3690
$467K ﹤0.01%
18,388
-6,625
3691
$466K ﹤0.01%
16,294
+5,958
3692
$465K ﹤0.01%
15,690
+1,561
3693
$464K ﹤0.01%
53,533
-45,750
3694
$461K ﹤0.01%
29,197
+287
3695
$461K ﹤0.01%
45,116
+41,103
3696
$460K ﹤0.01%
69,116
-3,710
3697
$459K ﹤0.01%
55,886
-1,436
3698
$459K ﹤0.01%
1,947
+1,810
3699
$458K ﹤0.01%
14,403
+5,007
3700
$458K ﹤0.01%
36,090
-2,957
146 147
148
149 150