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
726
$35.3M 0.01%
397,164
+19,049
727
$35.2M 0.01%
409,848
+61,999
728
$35.2M 0.01%
583,223
+374,507
729
$35.2M 0.01%
1,221,839
-358,681
730
$35M 0.01%
879,164
+94,429
731
$35M 0.01%
399,438
-28,675
732
$35M 0.01%
341,637
+131,548
733
$35M 0.01%
373,014
+194,592
734
$34.8M 0.01%
3,667,518
+754,300
735
$34.7M 0.01%
838,545
-69,360
736
$34.6M 0.01%
609,740
+86,429
737
$34.6M 0.01%
220,404
+153,938
738
$34.3M 0.01%
781,154
+173,378
739
$34.3M 0.01%
343,540
-62,490
740
$34.2M 0.01%
98,818
+43,071
741
$34.2M 0.01%
978,092
-132,324
742
$34.1M 0.01%
1,460,004
+635,201
743
$34M 0.01%
1,584,461
-346,717
744
$33.9M 0.01%
2,133,462
-400,997
745
$33.9M 0.01%
659,700
+179,700
746
$33.8M 0.01%
1,028,300
-88,846
747
$33.8M 0.01%
1,378,501
-8,707
748
$33.7M 0.01%
696,712
+249,260
749
$33.7M 0.01%
456,083
+5,141
750
$33.6M 0.01%
161,553
+111,433
28 29
30
31 32