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
501
$63.8M 0.02%
990,710
+368,504
502
$63.6M 0.02%
331,742
+30,656
503
$63.4M 0.02%
227,678
+102,643
504
$63.2M 0.02%
2,135,522
+2,122,231
505
$62.9M 0.02%
1,150,251
+90,445
506
$62.6M 0.02%
1,275,454
+785,704
507
$62.6M 0.02%
1,613,332
+328,674
508
$62.4M 0.02%
388,156
+22,497
509
$61.9M 0.02%
3,058,220
-4,292
510
$61.5M 0.02%
433,772
+277,767
511
$61.2M 0.02%
914,698
+274,159
512
$60.8M 0.02%
4,530,362
-46,185
513
$60.7M 0.02%
1,642,197
-7,767
514
$60.7M 0.02%
3,483,517
+268,452
515
$60.3M 0.02%
475,216
+17,629
516
$60.2M 0.02%
1,003,140
+281,971
517
$60M 0.02%
645,710
+353,085
518
$59.6M 0.02%
474,130
+175,795
519
$59.6M 0.02%
186,712
+23,340
520
$59.5M 0.02%
385,966
+45,536
521
$59.5M 0.02%
626,021
+1,550
522
$59M 0.02%
710,758
-2,082
523
$59M 0.02%
5,278,419
-455,474
524
$58.8M 0.02%
714,418
-13,575
525
$58.6M 0.02%
349,993
+109,771
19 20
21
22 23