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
776
$31.8M 0.01%
180,390
+127,970
777
$31.8M 0.01%
150,159
+50,610
778
$31.8M 0.01%
595,920
+424,992
779
$31.8M 0.01%
766,857
+378,881
780
$31.8M 0.01%
512,211
-29,911
781
$31.8M 0.01%
79,238
+37,798
782
$31.7M 0.01%
1,341,270
+678,252
783
$31.7M 0.01%
501,422
-9,417
784
$31.7M 0.01%
354,736
-143,505
785
$31.7M 0.01%
1,342,354
+439,053
786
$31.7M 0.01%
269,366
+198,803
787
$31.5M 0.01%
1,015,900
+478,323
788
$31.5M 0.01%
3,333,071
+1,805,874
789
$31.3M 0.01%
342,279
-2,620
790
$31.3M 0.01%
1,339,977
+673,599
791
$31.2M 0.01%
212,187
+26,216
792
$31.2M 0.01%
415,644
-26,442
793
$31.1M 0.01%
329,576
+61,444
794
$31M 0.01%
3,466,707
-73,314
795
$30.9M 0.01%
1,014,071
-499,371
796
$30.8M 0.01%
338,455
-186,597
797
$30.7M 0.01%
1,464,954
-441,815
798
$30.7M 0.01%
952,730
-45,584
799
$30.6M 0.01%
618,326
-41,385
800
$30.5M 0.01%
1,150,679
-116,036
30 31
32
33 34