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
$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
776
$33.6M 0.01%
576,168
+181,097
777
$33.5M 0.01%
685,719
-7,524
778
$33.5M 0.01%
76,287
+9,603
779
$33.3M 0.01%
342,069
+80,543
780
$33.3M 0.01%
287,421
-98,560
781
$33.3M 0.01%
223,676
+56,931
782
$33.3M 0.01%
499,905
+5,109
783
$33.2M 0.01%
575,691
+79,640
784
$33.1M 0.01%
495,624
+133,309
785
$33.1M 0.01%
287,792
+165,975
786
$33.1M 0.01%
338,061
-2,375
787
$33M 0.01%
479,595
+147,734
788
$33M 0.01%
482,371
-261,339
789
$33M 0.01%
199,280
+66,421
790
$33M 0.01%
420,504
+42,642
791
$33M 0.01%
97,827
-17,607
792
$33M 0.01%
1,566,842
-719,971
793
$32.9M 0.01%
1,049,261
-109,241
794
$32.9M 0.01%
394,952
+59,680
795
$32.9M 0.01%
1,368,126
+227,060
796
$32.9M 0.01%
311,110
-108,780
797
$32.8M 0.01%
558,214
+283,938
798
$32.7M 0.01%
264,028
+148,759
799
$32.7M 0.01%
1,120,455
+534,669
800
$32.6M 0.01%
1,194,632
-194,527
30 31
32
33 34