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
751
$33.6M 0.01%
691,163
-432
752
$33.5M 0.01%
713,268
-2,310
753
$33.4M 0.01%
374,711
+180,818
754
$33.3M 0.01%
718,072
+75,898
755
$33.2M 0.01%
233,944
+145,514
756
$33.2M 0.01%
587,474
-31,365
757
$33.2M 0.01%
479,690
+120,486
758
$33.2M 0.01%
699,140
-360,359
759
$33.1M 0.01%
349,624
+2,739
760
$33M 0.01%
313,718
-58,571
761
$33M 0.01%
844,322
+173,992
762
$32.9M 0.01%
418,342
-14,708
763
$32.8M 0.01%
2,126,302
-750,717
764
$32.8M 0.01%
1,187,255
-464,380
765
$32.3M 0.01%
288,925
+110,636
766
$32.2M 0.01%
1,118,584
+481,158
767
$32.2M 0.01%
830,834
-124,355
768
$32.1M 0.01%
286,584
+54,931
769
$32.1M 0.01%
412,429
-97,343
770
$32M 0.01%
1,886,208
-382,975
771
$32M 0.01%
289,230
+102,338
772
$32M 0.01%
596,890
+95,465
773
$31.9M 0.01%
172,735
+85,982
774
$31.9M 0.01%
2,112,714
+23,486
775
$31.9M 0.01%
369,868
+247,079
29 30
31
32 33