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
451
$75.3M 0.03%
1,521,808
-133,399
452
$74.5M 0.03%
160,163
+52,281
453
$74.3M 0.03%
530,488
+40,919
454
$74.3M 0.03%
1,919,095
+741,960
455
$73.8M 0.03%
2,063,291
-277,521
456
$73.8M 0.03%
1,801,305
+1,327,919
457
$73.4M 0.03%
865,887
-272,610
458
$72.7M 0.03%
2,678,124
+299,049
459
$72.6M 0.03%
748,948
-610,225
460
$72.6M 0.03%
1,285,390
-255,989
461
$72.2M 0.03%
395,091
-60,219
462
$71.6M 0.03%
349,567
+90,421
463
$71.4M 0.03%
130,644
-7,801
464
$71.3M 0.03%
410,966
+34,247
465
$70.7M 0.03%
1,073,585
+6,283
466
$70.6M 0.03%
2,328,548
+838,808
467
$70.2M 0.03%
1,707,022
+10,589
468
$70.2M 0.03%
500,330
-17,598
469
$69.5M 0.03%
148,102
+26,975
470
$69.4M 0.03%
148
-14
471
$69.3M 0.03%
367,314
+158,460
472
$69.1M 0.03%
617,598
+125,966
473
$69.1M 0.03%
667,284
-437,947
474
$68.9M 0.03%
1,546,193
-395,482
475
$68.6M 0.03%
938,738
-99,617
17 18
19
20 21