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
501
$70.1M 0.02%
867,166
+455,363
502
$70.1M 0.02%
1,188,055
-162,778
503
$69.9M 0.02%
574,443
+123,081
504
$69.9M 0.02%
2,961,908
-4,228
505
$69.8M 0.02%
412,493
+15,273
506
$69.7M 0.02%
1,121,515
+420,857
507
$69.4M 0.02%
3,558,738
-54,744
508
$69.3M 0.02%
1,402,980
-83,622
509
$69.3M 0.02%
2,100,584
+131,769
510
$69.3M 0.02%
1,708,396
+82,965
511
$69.2M 0.02%
599,441
+167,434
512
$69.1M 0.02%
1,920,154
-618,370
513
$68.9M 0.02%
133
-6
514
$67.9M 0.02%
416,880
-611,485
515
$67.7M 0.02%
940,571
+4,265
516
$67.7M 0.02%
1,424,897
-281,474
517
$67.6M 0.02%
2,139,219
+184,579
518
$67.1M 0.02%
75,019
+37,931
519
$67.1M 0.02%
1,050,489
+217,987
520
$66.9M 0.02%
1,503,654
-34,449
521
$66.9M 0.02%
604,000
+244,049
522
$66.8M 0.02%
296,298
+38,833
523
$66.8M 0.02%
1,073,870
+29,950
524
$66.8M 0.02%
2,639,057
+678,822
525
$66.6M 0.02%
779,982
+442,722
19 20
21
22 23