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
426
$80.8M 0.03%
449,576
+137,479
427
$80.6M 0.03%
1,588,168
+805,280
428
$80.5M 0.03%
5,446,672
-2,843,225
429
$80.4M 0.03%
1,761,408
+873,416
430
$80.3M 0.03%
397,144
+48,283
431
$80.2M 0.03%
603,638
-153,262
432
$80M 0.03%
537,250
+223,408
433
$79.6M 0.03%
1,500,960
+359,767
434
$79.1M 0.03%
961,909
+130,075
435
$79M 0.03%
2,006,563
+183,434
436
$79M 0.03%
476,684
+282,081
437
$78.8M 0.03%
790,603
-3,374
438
$78.7M 0.03%
2,465,244
+828,676
439
$78.6M 0.03%
1,689,474
+87,413
440
$78.6M 0.03%
1,380,167
+87,375
441
$78.4M 0.03%
1,491,012
-3,713
442
$77.7M 0.03%
1,426,976
-39,982
443
$77.5M 0.03%
2,161,670
+962,137
444
$76.8M 0.03%
368,783
+126,423
445
$76.6M 0.03%
987,103
+167,224
446
$76.5M 0.03%
2,647,603
-98,568
447
$76.4M 0.03%
1,444,087
-58,618
448
$76.4M 0.03%
640,316
+638,501
449
$76M 0.03%
559,590
+112,059
450
$75.4M 0.03%
666,100
+317,190
16 17
18
19 20