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
4101
$267K ﹤0.01%
5,464
+2,841
4102
$266K ﹤0.01%
5,037
+1,678
4103
$266K ﹤0.01%
30,709
-12,104
4104
$266K ﹤0.01%
14,119
+11,474
4105
$266K ﹤0.01%
17,607
+4,503
4106
$263K ﹤0.01%
30,622
-9,600
4107
$263K ﹤0.01%
5,714
-1,660
4108
$263K ﹤0.01%
24,722
+18,597
4109
$262K ﹤0.01%
7,846
+555
4110
$262K ﹤0.01%
10,998
-23,839
4111
$260K ﹤0.01%
27,014
+18,067
4112
$260K ﹤0.01%
11,498
+9,569
4113
$259K ﹤0.01%
25,999
+2,841
4114
$259K ﹤0.01%
11,435
-1,871
4115
$259K ﹤0.01%
10,629
+9,707
4116
$259K ﹤0.01%
11,096
+10,007
4117
$258K ﹤0.01%
8,602
+5,121
4118
$258K ﹤0.01%
25,826
+8,323
4119
$257K ﹤0.01%
5,813
+4,122
4120
$257K ﹤0.01%
8,501
-6,195
4121
$257K ﹤0.01%
42,465
+4,107
4122
$256K ﹤0.01%
18,507
+17,499
4123
$256K ﹤0.01%
11,887
+11,451
4124
$255K ﹤0.01%
7,627
+4,191
4125
$255K ﹤0.01%
21,918
-13,152
163 164
165
166 167