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
3826
$387K ﹤0.01%
71,204
+32,087
3827
$386K ﹤0.01%
15,164
+14,914
3828
$386K ﹤0.01%
16,746
+6,729
3829
$386K ﹤0.01%
84,573
+13,314
3830
$386K ﹤0.01%
38,954
-2,918
3831
$385K ﹤0.01%
21,611
+19,223
3832
$385K ﹤0.01%
5,156
-370
3833
$384K ﹤0.01%
13,968
+5,553
3834
$383K ﹤0.01%
18,713
-42,557
3835
$383K ﹤0.01%
58,804
+56,711
3836
$383K ﹤0.01%
+14,189
3837
$383K ﹤0.01%
12,942
-15,533
3838
$383K ﹤0.01%
12,937
+7,577
3839
$381K ﹤0.01%
23,635
+5,870
3840
$380K ﹤0.01%
89,261
+41,169
3841
$379K ﹤0.01%
37,722
+37,158
3842
$378K ﹤0.01%
+14,145
3843
$378K ﹤0.01%
104,216
-37,891
3844
$378K ﹤0.01%
33,606
+8,181
3845
$377K ﹤0.01%
27,149
+10,584
3846
$376K ﹤0.01%
4,034
+2,179
3847
$376K ﹤0.01%
4,228
+2,229
3848
$375K ﹤0.01%
32,304
+4,544
3849
$375K ﹤0.01%
31,314
-1,352
3850
$374K ﹤0.01%
17,155
-1,424
152 153
154
155 156