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
551
$54.5M 0.02%
826,739
+467,595
552
$54.4M 0.02%
3,855,576
+698,084
553
$54.3M 0.02%
2,032,919
+273,893
554
$54.3M 0.02%
1,133,555
-24,964
555
$54.2M 0.02%
2,323,683
+184,978
556
$54.2M 0.02%
207,909
-8,586
557
$54.1M 0.02%
967,779
-242,578
558
$53.7M 0.02%
1,341,621
-119,293
559
$53M 0.02%
2,452,866
+36,379
560
$52.9M 0.02%
3,138,271
-469,937
561
$52.7M 0.02%
243,196
-72,956
562
$52.7M 0.02%
2,959,779
+191,623
563
$52.7M 0.02%
635,656
+200,020
564
$52.7M 0.02%
397,418
+118,723
565
$52.7M 0.02%
1,156,800
+583,647
566
$52.5M 0.02%
3,530,672
+1,392,641
567
$52.3M 0.02%
1,615,592
-270,111
568
$52.1M 0.02%
1,120,505
-131,724
569
$51.9M 0.02%
1,050,318
+121,070
570
$51.9M 0.02%
602,310
-49,125
571
$51.8M 0.02%
1,150,214
+326,318
572
$51.6M 0.02%
350,789
-12,604
573
$51.5M 0.02%
1,773,977
-166,586
574
$51.3M 0.02%
516,452
+304,229
575
$51M 0.02%
1,381,134
+127,191
21 22
23
24 25