UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
26
$1.33B 0.45%
12,414,102
+536,444
27
$1.28B 0.43%
2,873,002
-72,339
28
$1.27B 0.43%
5,787,262
-101,891
29
$1.24B 0.42%
4,751,078
+298,848
30
$1.24B 0.42%
20,610,632
+489,666
31
$1.24B 0.42%
26,816,882
+287,716
32
$1.18B 0.4%
3,446,100
+257,175
33
$1.17B 0.39%
4,062,278
-488,072
34
$1.14B 0.39%
2,440,453
+109,536
35
$1.14B 0.39%
21,802,270
+368,330
36
$1.13B 0.38%
7,203,733
-163,973
37
$1.11B 0.38%
2,727,227
-25,682
38
$1.1B 0.37%
2,107,993
+37,752
39
$1.1B 0.37%
6,953,689
-309,059
40
$1.09B 0.37%
11,076,361
+318,790
41
$1.07B 0.36%
14,419,114
+1,689,731
42
$1B 0.34%
6,185,270
-177,096
43
$992M 0.34%
10,273,202
-215,989
44
$966M 0.33%
9,380,942
+3,770,137
45
$965M 0.33%
9,680,424
+130,479
46
$956M 0.32%
5,332,198
-242,395
47
$945M 0.32%
28,034,693
+13,979,043
48
$939M 0.32%
2,388,137
+430,618
49
$919M 0.31%
4,429,724
+681,619
50
$911M 0.31%
4,917,942
-399,322
1
2
3 4 5