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
676
$39.4M 0.01%
362,031
+6,678
677
$39.3M 0.01%
6,012,226
-568,398
678
$39.2M 0.01%
324,976
+19,637
679
$39.1M 0.01%
1,005,056
+34,894
680
$39.1M 0.01%
255,190
-49,616
681
$39.1M 0.01%
931,717
+402,506
682
$39.1M 0.01%
507,462
+198,368
683
$39M 0.01%
244,763
+84,347
684
$39M 0.01%
544,909
-27,077
685
$38.9M 0.01%
2,803,456
+200,424
686
$38.9M 0.01%
818,202
-42,393
687
$38.7M 0.01%
627,283
-18,009
688
$38.6M 0.01%
907,134
-153,281
689
$38.6M 0.01%
1,390,950
+187,700
690
$38.3M 0.01%
2,167,874
+720,881
691
$38.2M 0.01%
1,115,024
+8,376
692
$38.1M 0.01%
281,501
+102,384
693
$38.1M 0.01%
687,532
-79,503
694
$38M 0.01%
1,570,069
-81,842
695
$37.9M 0.01%
1,053,581
+168,861
696
$37.9M 0.01%
1,409,525
-19,937
697
$37.8M 0.01%
5,360,657
-12,135,940
698
$37.6M 0.01%
467,903
-44,454
699
$37.6M 0.01%
790,699
-537,667
700
$37.4M 0.01%
758,118
-102,492
26 27
28
29 30