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
3726
$446K ﹤0.01%
46,183
+45,303
3727
$445K ﹤0.01%
2,810
+150
3728
$445K ﹤0.01%
42,796
+33,685
3729
$445K ﹤0.01%
22,287
+17,883
3730
$444K ﹤0.01%
16,496
+4,496
3731
$444K ﹤0.01%
42,548
+4,300
3732
$444K ﹤0.01%
87,157
+3,116
3733
$444K ﹤0.01%
10,544
+2,160
3734
$444K ﹤0.01%
9,674
+834
3735
$443K ﹤0.01%
23,588
+16,949
3736
$442K ﹤0.01%
10,256
+7,737
3737
$442K ﹤0.01%
10,479
+2,935
3738
$442K ﹤0.01%
13,803
-5,208
3739
$439K ﹤0.01%
159,098
-30,752
3740
$438K ﹤0.01%
47,761
+9,980
3741
$437K ﹤0.01%
52,299
+27,492
3742
$437K ﹤0.01%
22,555
+4,075
3743
$437K ﹤0.01%
9,317
+5,748
3744
$437K ﹤0.01%
41,502
+38,300
3745
$436K ﹤0.01%
9,242
+2,538
3746
$435K ﹤0.01%
52,021
+21,233
3747
$433K ﹤0.01%
10,995
+3,783
3748
$433K ﹤0.01%
8,208
-175,351
3749
$433K ﹤0.01%
46,048
+4,981
3750
$433K ﹤0.01%
36,232
+16,754
148 149
150
151 152