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
451
$82.6M 0.03%
449,455
-59,032
452
$82.6M 0.03%
1,770,150
-143,878
453
$82.2M 0.03%
3,453,866
+701,634
454
$82.2M 0.03%
894,675
+33,748
455
$81.9M 0.03%
1,855,157
-519,873
456
$81.3M 0.03%
502,441
+128,420
457
$81M 0.03%
4,806,464
+1,155,904
458
$81M 0.03%
1,475,477
+425,235
459
$80.9M 0.03%
3,447,858
+668,449
460
$80.5M 0.03%
1,008,843
+267,422
461
$79.8M 0.03%
851,328
-146,462
462
$79.8M 0.03%
641,176
+169,064
463
$79.3M 0.03%
2,755,859
+73,123
464
$79.1M 0.03%
384,936
+4,156
465
$79M 0.03%
471,638
-8,063
466
$77.8M 0.03%
957,164
+307,017
467
$77.6M 0.03%
204,975
-21,529
468
$77.3M 0.03%
679,139
+436,930
469
$77.3M 0.03%
496,281
-67,603
470
$77.2M 0.03%
1,367,075
-8,164
471
$77.1M 0.03%
2,466,644
+9,544
472
$76.9M 0.03%
163,948
+10,118
473
$76.9M 0.03%
3,267,972
+183,283
474
$76.7M 0.03%
9,843,929
-1,715,509
475
$76.6M 0.03%
391,296
+77,767
17 18
19
20 21