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
651
$42.7M 0.02%
1,944,405
+1,683,011
652
$42.6M 0.02%
1,031,944
+47,693
653
$42.6M 0.02%
292,227
+14,313
654
$42.3M 0.02%
1,203,729
+190,273
655
$42.1M 0.02%
290,523
+139,173
656
$41.9M 0.02%
328,654
+135,462
657
$41.8M 0.02%
902,676
-289,607
658
$41.7M 0.02%
1,988,293
+484,853
659
$41.1M 0.02%
713,227
-260,795
660
$41.1M 0.02%
1,177,237
-1,797
661
$41M 0.02%
965,870
+65,348
662
$40.9M 0.02%
2,392,070
+159,229
663
$40.8M 0.02%
931,615
-91,987
664
$40.8M 0.02%
792,000
-59,684
665
$40.6M 0.02%
524,772
+344,165
666
$40.4M 0.02%
2,894,017
+1,683,110
667
$40M 0.01%
449,155
+111,499
668
$40M 0.01%
2,506,638
+303,914
669
$40M 0.01%
911,487
-179,334
670
$39.9M 0.01%
519,689
-1,894
671
$39.8M 0.01%
117,786
+31,189
672
$39.8M 0.01%
798,496
+230,675
673
$39.5M 0.01%
71,095
+10,887
674
$39.5M 0.01%
584,188
-10,954
675
$39.4M 0.01%
643,032
+262,298
25 26
27
28 29