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
3801
$401K ﹤0.01%
23,626
+10,110
3802
$400K ﹤0.01%
42,632
-51,587
3803
$400K ﹤0.01%
2,734
+2,300
3804
$400K ﹤0.01%
40,253
+40,103
3805
$399K ﹤0.01%
4,337
+3,166
3806
$398K ﹤0.01%
23,533
+1,240
3807
$398K ﹤0.01%
12,209
-1,733
3808
$397K ﹤0.01%
8,790
-526
3809
$397K ﹤0.01%
2,801
-577
3810
$396K ﹤0.01%
8,697
-886
3811
$396K ﹤0.01%
12,197
+9,864
3812
$396K ﹤0.01%
5,140
+275
3813
$396K ﹤0.01%
30,660
+1,040
3814
$395K ﹤0.01%
17,719
-23,908
3815
$393K ﹤0.01%
11,302
+5,597
3816
$393K ﹤0.01%
50,409
+15,439
3817
$393K ﹤0.01%
37,604
+32,970
3818
$392K ﹤0.01%
4,656
-544
3819
$392K ﹤0.01%
6,525
+5,052
3820
$391K ﹤0.01%
25,281
+13,173
3821
$390K ﹤0.01%
63,558
-4,922
3822
$387K ﹤0.01%
61,300
+28,340
3823
$387K ﹤0.01%
+11,050
3824
$387K ﹤0.01%
24,880
+8,609
3825
$387K ﹤0.01%
13,665
-14,272
151 152
153
154 155