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
6601
$2.48K ﹤0.01%
+344
6602
$2.46K ﹤0.01%
860
-87
6603
$2.45K ﹤0.01%
1,190
-713
6604
$2.43K ﹤0.01%
232
+160
6605
$2.43K ﹤0.01%
98
-3,383
6606
$2.43K ﹤0.01%
1,357
+1,257
6607
$2.42K ﹤0.01%
2,144
-3,467
6608
$2.42K ﹤0.01%
2,100
+2,000
6609
$2.4K ﹤0.01%
98
-5,192
6610
$2.39K ﹤0.01%
+66
6611
$2.39K ﹤0.01%
82
-3,223
6612
$2.38K ﹤0.01%
301
-1,111
6613
$2.38K ﹤0.01%
303
-4,541
6614
$2.37K ﹤0.01%
1,228
-3,425
6615
$2.36K ﹤0.01%
6,389
-34,710
6616
$2.35K ﹤0.01%
359
-17
6617
$2.35K ﹤0.01%
+69
6618
$2.34K ﹤0.01%
40
-30
6619
$2.34K ﹤0.01%
71
-118
6620
$2.33K ﹤0.01%
3,196
-41,740
6621
$2.33K ﹤0.01%
60
-282
6622
$2.33K ﹤0.01%
+3,698
6623
$2.33K ﹤0.01%
107
-46
6624
$2.33K ﹤0.01%
2,005
-1,880
6625
$2.32K ﹤0.01%
122
-373
263 264
265
266 267