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
351
$108M 0.04%
1,684,578
-166,618
352
$107M 0.04%
462,573
+84,208
353
$107M 0.04%
2,165,733
-51,323
354
$107M 0.04%
4,261,777
-17,449
355
$107M 0.04%
486,415
-41,260
356
$106M 0.04%
9,124,317
-2,512,502
357
$105M 0.04%
490,097
-12,125
358
$105M 0.04%
3,073,490
-110,246
359
$104M 0.04%
8,878,000
+1,088,123
360
$104M 0.04%
2,197,198
+888,312
361
$103M 0.04%
706,021
+49,006
362
$103M 0.04%
749,851
+210,026
363
$102M 0.04%
1,547,155
-295,026
364
$102M 0.04%
872,188
+206,023
365
$101M 0.04%
3,394,496
+102,355
366
$100M 0.04%
139,295
+88,154
367
$100M 0.04%
927,085
+31,230
368
$100M 0.04%
1,200,858
-221,863
369
$99.8M 0.04%
1,559,150
+552,587
370
$99.3M 0.04%
2,540,015
+160,738
371
$99.1M 0.04%
1,747,315
+36,925
372
$98.1M 0.04%
970,599
+558,685
373
$97.6M 0.04%
1,616,744
+163,833
374
$97.4M 0.04%
579,278
+71,599
375
$97.3M 0.04%
1,435,812
+299,574
13 14
15
16 17