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
$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
51
$886M 0.3%
17,983,567
+452,509
52
$878M 0.3%
8,858,442
+356,738
53
$863M 0.29%
2,265,130
-35,527
54
$863M 0.29%
4,962,754
-171,519
55
$862M 0.29%
3,913,060
-53,685
56
$861M 0.29%
4,205,589
-646,528
57
$859M 0.29%
4,067,264
+346,012
58
$856M 0.29%
2,773,591
+188,341
59
$837M 0.28%
11,546,153
-968,057
60
$833M 0.28%
4,449,717
+332,280
61
$784M 0.26%
7,194,614
-60,265
62
$778M 0.26%
4,362,571
+388,953
63
$777M 0.26%
1,756,257
-75,410
64
$758M 0.26%
5,068,166
-311,280
65
$756M 0.26%
1,545,782
-19,666
66
$751M 0.25%
4,171,477
-718,894
67
$750M 0.25%
18,430,508
-741,484
68
$725M 0.24%
3,644,397
+102,223
69
$722M 0.24%
3,251,260
-527,937
70
$720M 0.24%
1,563,638
-2,642
71
$718M 0.24%
6,032,109
-901,639
72
$705M 0.24%
13,461,864
-1,424,361
73
$705M 0.24%
8,687,484
-2,435,803
74
$701M 0.24%
6,354,906
+476,956
75
$689M 0.23%
20,611,461
+917,912
1 2
3
4 5