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
4251
$212K ﹤0.01%
15,092
+10,599
4252
$212K ﹤0.01%
20,208
-2,226
4253
$212K ﹤0.01%
20,995
+56
4254
$212K ﹤0.01%
18,637
+15,268
4255
$211K ﹤0.01%
16,022
+929
4256
$211K ﹤0.01%
65,918
-22,752
4257
$211K ﹤0.01%
6,970
-133
4258
$210K ﹤0.01%
20,850
-1,451
4259
$209K ﹤0.01%
21,013
+14,469
4260
$209K ﹤0.01%
79,694
+4,500
4261
$208K ﹤0.01%
4,628
-330
4262
$208K ﹤0.01%
30,794
+30,159
4263
$208K ﹤0.01%
17,538
-2,924
4264
$208K ﹤0.01%
7,829
-350
4265
$207K ﹤0.01%
29,100
+19,194
4266
$207K ﹤0.01%
20,976
4267
$206K ﹤0.01%
7,196
+4,391
4268
$206K ﹤0.01%
+5,906
4269
$206K ﹤0.01%
11,690
+11,086
4270
$205K ﹤0.01%
15,105
+5,676
4271
$205K ﹤0.01%
6,035
+1,825
4272
$205K ﹤0.01%
20,753
+18,580
4273
$205K ﹤0.01%
3,311
+1,293
4274
$204K ﹤0.01%
11,340
+8,107
4275
$204K ﹤0.01%
3,082
+2,853
169 170
171
172 173