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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$471M
2
+$420M
3
+$394M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$388M
5
UNH icon
UnitedHealth
UNH
+$349M

Top Sells

1
+$3.82B
2
+$661M
3
+$648M
4
JNJ icon
Johnson & Johnson
JNJ
+$315M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$253M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$96.2M 0.03%
5,676,695
+428,973
402
$96.1M 0.03%
4,220,929
-784,365
403
$95.5M 0.03%
4,095,926
+1,431,690
404
$95.3M 0.03%
2,720,432
+41,944
405
$95.3M 0.03%
2,658,679
+2,431,678
406
$95M 0.03%
2,025,194
-24,528
407
$94.5M 0.03%
1,401,258
+158,782
408
$94.4M 0.03%
310,994
+59,793
409
$93.1M 0.03%
1,334,334
+182,618
410
$91.8M 0.03%
559,749
-61,797
411
$91.4M 0.03%
409,634
+128,743
412
$91M 0.03%
3,353,062
+1,605,162
413
$90.9M 0.03%
1,828,598
-239,794
414
$90.9M 0.03%
3,937,643
+22,569
415
$90.8M 0.03%
700,055
+170,376
416
$90.8M 0.03%
1,279,826
+32,164
417
$90.6M 0.03%
442,640
+111,191
418
$90.5M 0.03%
192,371
+19,844
419
$90.5M 0.03%
2,220,610
+585,744
420
$90.4M 0.03%
401,970
+46,319
421
$89.7M 0.03%
2,659,494
+374,952
422
$89.5M 0.03%
35,908
+1,345
423
$89.5M 0.03%
736,541
+182,377
424
$89.3M 0.03%
1,412,307
-193,412
425
$89M 0.03%
1,222,916
+118,310
15 16
17
18 19