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
701
$37.3M 0.01%
785,462
+61,709
702
$37.1M 0.01%
1,540,124
+850,512
703
$37.1M 0.01%
113,325
+3,799
704
$37.1M 0.01%
3,807,761
+757,541
705
$37M 0.01%
1,952,466
+742,569
706
$36.9M 0.01%
3,098,804
+1,129,586
707
$36.8M 0.01%
455,905
+36,238
708
$36.6M 0.01%
3,099,138
-675,837
709
$36.5M 0.01%
1,710,297
+210,228
710
$36.5M 0.01%
433,131
+119,584
711
$36.5M 0.01%
1,692,847
+392,773
712
$36.4M 0.01%
341,044
+64,370
713
$36.3M 0.01%
923,007
-8,060
714
$36.3M 0.01%
869,047
-314,270
715
$36.2M 0.01%
461,960
+194,704
716
$36.1M 0.01%
772,440
+87,299
717
$35.9M 0.01%
592,388
+232,083
718
$35.9M 0.01%
367,954
-38,511
719
$35.8M 0.01%
366,780
+78,063
720
$35.8M 0.01%
875,381
-7,427
721
$35.8M 0.01%
739,392
+164,836
722
$35.5M 0.01%
443,166
-166,827
723
$35.5M 0.01%
702,198
+51,921
724
$35.4M 0.01%
1,292,273
+1,134,186
725
$35.3M 0.01%
525,011
+195,524
27 28
29
30 31