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
526
$58.5M 0.02%
1,925,521
+74,408
527
$58.5M 0.02%
2,380,943
-113,763
528
$58.3M 0.02%
917,413
-67,956
529
$57.6M 0.02%
1,188,367
-66,933
530
$57.5M 0.02%
1,024,459
+240,709
531
$57.4M 0.02%
849,018
+160,836
532
$57.3M 0.02%
2,560,335
-2,943
533
$57.3M 0.02%
961,725
+190,732
534
$57.3M 0.02%
1,324,646
-536,601
535
$57.2M 0.02%
466,353
-88,294
536
$57.2M 0.02%
2,793,854
+132,223
537
$57M 0.02%
569,380
+159,030
538
$56.8M 0.02%
454,972
+88,471
539
$56.7M 0.02%
405,580
+115,132
540
$56.6M 0.02%
805,895
+61,294
541
$56.6M 0.02%
543,127
+112,945
542
$56.1M 0.02%
186,964
+53,757
543
$55.9M 0.02%
543,918
+11,662
544
$55.6M 0.02%
1,687,543
+128,225
545
$55.6M 0.02%
765,061
+72,836
546
$55.6M 0.02%
198,389
+53,796
547
$55.5M 0.02%
354,849
+41,175
548
$55.2M 0.02%
2,780,723
+46,532
549
$54.8M 0.02%
1,228,590
-123,474
550
$54.8M 0.02%
381,565
+192,129
20 21
22
23 24