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
601
$47.1M 0.02%
1,322,524
+229,435
602
$47M 0.02%
1,562,989
-67,205
603
$47M 0.02%
1,464,628
+668,826
604
$46.9M 0.02%
1,078,160
-1,364,898
605
$46.7M 0.02%
1,132,728
+219,490
606
$46.7M 0.02%
1,607,218
-357,686
607
$46.7M 0.02%
2,443,525
+2,403,946
608
$46.5M 0.02%
973,870
+106,336
609
$46.5M 0.02%
454,938
+144,611
610
$46.4M 0.02%
708,322
-72,851
611
$46.4M 0.02%
1,715,024
+719,953
612
$46.4M 0.02%
2,108,130
+26,553
613
$46.2M 0.02%
309,019
+173,860
614
$46.2M 0.02%
718,384
-53,354
615
$46.1M 0.02%
396,873
+300,743
616
$46.1M 0.02%
511,708
+104,141
617
$46M 0.02%
738,427
-437,299
618
$45.9M 0.02%
5,507,161
+3,367,289
619
$45.8M 0.02%
177,587
+94,326
620
$45.7M 0.02%
522,145
+91,538
621
$45.6M 0.02%
559,452
+55,156
622
$45.5M 0.02%
1,648,120
-811,910
623
$45.4M 0.02%
886,344
+36,891
624
$45.3M 0.02%
327,807
+74,837
625
$45M 0.02%
1,409,018
-5,263
23 24
25
26 27