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
626
$49.9M 0.02%
3,770,179
+532,076
627
$49.8M 0.02%
1,882,195
-8,887,210
628
$49.7M 0.02%
2,621,176
+375,797
629
$49.4M 0.02%
1,830,798
-49,549
630
$49.2M 0.02%
1,039,096
+137,128
631
$49M 0.02%
862,308
+257,544
632
$48.8M 0.02%
583,175
-85,700
633
$48.7M 0.02%
1,540,532
-11,160
634
$48.6M 0.02%
1,188,414
+123,296
635
$48.6M 0.02%
2,585,779
+155,166
636
$48.5M 0.02%
1,736,930
+664,674
637
$48.5M 0.02%
951,996
+839,359
638
$48.5M 0.02%
1,006,647
-159,218
639
$48.4M 0.02%
205,513
+50,429
640
$48.4M 0.02%
1,051,734
+148,704
641
$48M 0.02%
302,718
+14,367
642
$48M 0.02%
315,908
+110,438
643
$48M 0.02%
212,154
+33,654
644
$47.9M 0.02%
1,192,766
+448,280
645
$47.7M 0.02%
547,272
-25,339
646
$47.7M 0.02%
566,243
-17,060
647
$47.7M 0.02%
2,814,532
+711,343
648
$47.5M 0.02%
368,821
-177,889
649
$47.5M 0.02%
87,849
-19,038
650
$47.2M 0.02%
621,368
+13,172
24 25
26
27 28