UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$797M 0.3%
4,699,875
+454,903
52
$790M 0.3%
3,815,263
+211,360
53
$782M 0.29%
5,535,524
+556,793
54
$758M 0.28%
3,966,232
-232,199
55
$757M 0.28%
6,897,214
+1,017,028
56
$751M 0.28%
22,683,896
+986,381
57
$750M 0.28%
16,061,770
-925,545
58
$750M 0.28%
8,627,252
+760,076
59
$724M 0.27%
4,153,457
-677,330
60
$724M 0.27%
6,185,333
+691,474
61
$717M 0.27%
4,341,514
+671,859
62
$714M 0.27%
7,807,192
+2,481,743
63
$710M 0.27%
2,041,597
+493,366
64
$698M 0.26%
1,907,892
+855,819
65
$697M 0.26%
14,745,084
+2,082,078
66
$683M 0.26%
7,327,426
+913,885
67
$674M 0.25%
2,526,493
+227,790
68
$672M 0.25%
10,244,155
-2,196,027
69
$661M 0.25%
25,008,524
+103,062
70
$656M 0.24%
8,080,170
+1,824,751
71
$655M 0.24%
3,570,153
+214,916
72
$648M 0.24%
16,635,697
+915,858
73
$643M 0.24%
906,778
+46,011
74
$634M 0.24%
1,983,595
+90,469
75
$617M 0.23%
7,262,063
+579,577
1 2
3
4 5