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
626
$45M 0.02%
2,796,132
-31,512
627
$44.6M 0.02%
238,843
+88,264
628
$44.6M 0.02%
408,069
+63,417
629
$44.3M 0.02%
247,888
+98,602
630
$44.2M 0.02%
349,532
+138,501
631
$44.1M 0.02%
468,657
+54,684
632
$44M 0.02%
613,339
+6,526
633
$44M 0.02%
1,434,804
-421,844
634
$43.9M 0.02%
1,809,471
+163,030
635
$43.9M 0.02%
1,276,623
+1,004,086
636
$43.9M 0.02%
360,248
+81,632
637
$43.9M 0.02%
1,405,472
+224,404
638
$43.8M 0.02%
30,283
+14,342
639
$43.7M 0.02%
1,148,654
+217,576
640
$43.7M 0.02%
672,828
+6,159
641
$43.6M 0.02%
221,898
+80,759
642
$43.5M 0.02%
768,530
+26,366
643
$43.5M 0.02%
693,067
+449,514
644
$43.3M 0.02%
1,319,943
+351,123
645
$43.1M 0.02%
339,351
-837,651
646
$43M 0.02%
1,070,064
-239,846
647
$42.9M 0.02%
949,441
+91,517
648
$42.8M 0.02%
347,215
-77,359
649
$42.7M 0.02%
2,314,296
-311,507
650
$42.7M 0.02%
243,735
+60,246
24 25
26
27 28