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
601
$54M 0.02%
3,968,051
-1,142,376
602
$53.7M 0.02%
363,732
+84,448
603
$53.7M 0.02%
366,739
+14,534
604
$53.6M 0.02%
479,921
-95,709
605
$53.6M 0.02%
513,513
+84,926
606
$53.3M 0.02%
1,524,480
-104,880
607
$53.3M 0.02%
439,221
+126,840
608
$53.3M 0.02%
1,297,449
+119,776
609
$52.8M 0.02%
225,309
+71,251
610
$52.7M 0.02%
791,094
-351,354
611
$52.6M 0.02%
2,951,124
+37,654
612
$52.6M 0.02%
932,674
+209,135
613
$52.5M 0.02%
1,824,504
+105,648
614
$52.5M 0.02%
676,394
-580,979
615
$52.4M 0.02%
148,157
+20,512
616
$52M 0.02%
1,067,616
+146,230
617
$51.8M 0.02%
356,221
+23,619
618
$51.6M 0.02%
1,461,619
-4,363,237
619
$51.4M 0.02%
876,126
+105,859
620
$51.3M 0.02%
2,944,156
+1,310,269
621
$51.3M 0.02%
525,475
-141,389
622
$50.8M 0.02%
575,855
+138,859
623
$50.7M 0.02%
1,926,182
+318,816
624
$50.6M 0.02%
1,208,641
-287,020
625
$50.1M 0.02%
299,275
+36,835
23 24
25
26 27