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
476
$76.4M 0.03%
2,665,570
-2,291,584
477
$76.2M 0.03%
391,724
+3,455
478
$75.3M 0.03%
2,214,585
+14,744
479
$75.3M 0.03%
4,686,206
-558,854
480
$75.3M 0.03%
3,436,376
+327,378
481
$75M 0.03%
405,858
+139,472
482
$74.8M 0.03%
1,175,538
-20,621
483
$74.7M 0.03%
214,884
+57,404
484
$74.7M 0.03%
1,322,206
+185,555
485
$74.7M 0.03%
503,639
+58,205
486
$74.7M 0.03%
1,192,405
+446,847
487
$74M 0.03%
1,615,303
-38,789
488
$74M 0.03%
1,759,449
-30,604
489
$73.8M 0.02%
1,058,296
-6,461
490
$73.8M 0.02%
1,165,415
-2,034
491
$73.4M 0.02%
1,917,748
+190,493
492
$73.4M 0.02%
971,294
-29,900
493
$73.4M 0.02%
13,104,660
+938,588
494
$72.8M 0.02%
1,119,550
+1,106,267
495
$72.7M 0.02%
1,404,643
+51,967
496
$71.9M 0.02%
659,188
-94,286
497
$71.4M 0.02%
1,615,710
+172,370
498
$71.2M 0.02%
1,514,033
+572,944
499
$70.5M 0.02%
140,287
+19,646
500
$70.2M 0.02%
788,619
+322,422
18 19
20
21 22