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
476
$68.5M 0.03%
976,514
+615,426
477
$68.4M 0.03%
805,711
+154,278
478
$68.4M 0.03%
1,165,594
+90,402
479
$68.2M 0.03%
1,795,881
-336,523
480
$68.2M 0.03%
257,487
+100,719
481
$67.8M 0.03%
2,296,374
+931,325
482
$67.4M 0.03%
10,743,175
+4,412,205
483
$67.2M 0.03%
2,931,246
-168,484
484
$67.2M 0.03%
3,910,776
-1,264,248
485
$67M 0.03%
1,489,750
+349,055
486
$66.9M 0.03%
2,388,143
+1,646,905
487
$66.6M 0.02%
1,183,812
+495,680
488
$65.7M 0.02%
1,174,237
-211,443
489
$65.6M 0.02%
1,889,407
-942,720
490
$65.3M 0.02%
2,672,363
+68,966
491
$65.2M 0.02%
624,090
+93,804
492
$65M 0.02%
1,823,523
+1,125,507
493
$64.9M 0.02%
2,130,932
+1,025,604
494
$64.9M 0.02%
3,473,641
-386,861
495
$64.4M 0.02%
1,125,817
+455,950
496
$64.3M 0.02%
1,984,353
+204,001
497
$63.9M 0.02%
635,205
+353,890
498
$63.9M 0.02%
2,014,929
-294,866
499
$63.9M 0.02%
842,192
+100,745
500
$63.8M 0.02%
10,868,457
+4,118,392
18 19
20
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