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
801
$30.3M 0.01%
241,804
+79,900
802
$30.2M 0.01%
1,253,975
+187,148
803
$30.2M 0.01%
239,153
+48,762
804
$30.2M 0.01%
149,034
+133,639
805
$30.1M 0.01%
1,722,738
-256,460
806
$30M 0.01%
189,583
+116,788
807
$30M 0.01%
471,985
+322,702
808
$30M 0.01%
1,211,436
+1,121,584
809
$30M 0.01%
331,778
+43,870
810
$29.9M 0.01%
555,849
+57,174
811
$29.5M 0.01%
901,719
-1,169,461
812
$29.5M 0.01%
551,111
-3,233
813
$29.4M 0.01%
4,689,077
+2,568,183
814
$29.1M 0.01%
7,365,512
+1,264,251
815
$29.1M 0.01%
1,443,849
+297,411
816
$29.1M 0.01%
735,185
+243,324
817
$29M 0.01%
725,665
-55,199
818
$28.9M 0.01%
591,620
+391,708
819
$28.7M 0.01%
830,152
-372,257
820
$28.7M 0.01%
1,554,385
-342,806
821
$28.7M 0.01%
639,605
+3,655
822
$28.7M 0.01%
560,242
+106,102
823
$28.6M 0.01%
3,327,753
-200,556
824
$28.5M 0.01%
2,578,231
+11,450
825
$28.4M 0.01%
540,625
+133,613
31 32
33
34 35