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
576
$58M 0.02%
1,940,573
+93,054
577
$57.8M 0.02%
906,117
-530,175
578
$57.3M 0.02%
1,408,631
+70,816
579
$57.3M 0.02%
1,823,631
+1,148,304
580
$57.1M 0.02%
364,675
-10,397
581
$57.1M 0.02%
1,513,790
+67,254
582
$57M 0.02%
1,305,470
+174,355
583
$56.9M 0.02%
507,464
+233,993
584
$56.7M 0.02%
546,421
+35,707
585
$56.7M 0.02%
1,690,619
+711,336
586
$56.5M 0.02%
1,017,015
-16,177
587
$56.2M 0.02%
1,633,794
-100,650
588
$55.9M 0.02%
2,187,137
-11,725
589
$55.8M 0.02%
390,396
+132,150
590
$55.7M 0.02%
728,504
-46,075
591
$55.3M 0.02%
2,110,220
-612,232
592
$55.3M 0.02%
1,114,954
+355,451
593
$55M 0.02%
502,954
+204,249
594
$54.9M 0.02%
3,724,847
-611,677
595
$54.6M 0.02%
1,275,450
-716,100
596
$54.6M 0.02%
287,002
+179,051
597
$54.5M 0.02%
2,447,896
-135,529
598
$54.4M 0.02%
724,419
-14,427
599
$54.4M 0.02%
478,905
+136,418
600
$54.2M 0.02%
906,916
+195,380
22 23
24
25 26