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
426
$88.6M 0.03%
503,507
-73,442
427
$88.1M 0.03%
457,899
+164,290
428
$87.5M 0.03%
1,448,954
-83,733
429
$87M 0.03%
110,274
+55,675
430
$86.4M 0.03%
587,453
+28,947
431
$86.4M 0.03%
1,323,515
+125,407
432
$86.2M 0.03%
1,411,105
+110,898
433
$86M 0.03%
3,267,880
+229,925
434
$86M 0.03%
2,215,282
+534,760
435
$86M 0.03%
2,024,602
+239,706
436
$85.7M 0.03%
1,382,766
+321,656
437
$85.7M 0.03%
982,138
-43,967
438
$85.3M 0.03%
290,915
+54,617
439
$85.1M 0.03%
2,291,291
-2,294
440
$84.6M 0.03%
763,769
+250,550
441
$84.5M 0.03%
794,411
-41,581
442
$84.2M 0.03%
1,340,427
-120,566
443
$84.2M 0.03%
721,301
+8,220
444
$84.1M 0.03%
563,746
-7,464
445
$83.7M 0.03%
1,035,777
-18,297
446
$83.6M 0.03%
574,464
+226,176
447
$83.4M 0.03%
1,488,640
+5,670
448
$83.2M 0.03%
607,892
+76
449
$82.8M 0.03%
376,967
+54,994
450
$82.7M 0.03%
239,624
+59,902
16 17
18
19 20