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
801
$32.6M 0.01%
235,992
+45,903
802
$32.6M 0.01%
1,221,029
-3,842,239
803
$32.6M 0.01%
2,889,328
+8,270
804
$32.3M 0.01%
84,469
+1,742
805
$32.3M 0.01%
112,251
+68,784
806
$32.2M 0.01%
801,774
+115,775
807
$32.2M 0.01%
1,372,223
-224,527
808
$32.2M 0.01%
391,883
+212
809
$32.2M 0.01%
457,830
-56,409
810
$32.1M 0.01%
451,711
+41,813
811
$32M 0.01%
1,424,248
+1,061,132
812
$32M 0.01%
942,881
+475,743
813
$32M 0.01%
2,549,129
+150,282
814
$31.9M 0.01%
141,149
-73,559
815
$31.9M 0.01%
471,182
+152,032
816
$31.7M 0.01%
2,185,121
+733,664
817
$31.7M 0.01%
160,515
+15,512
818
$31.6M 0.01%
366,415
+10,245
819
$31.6M 0.01%
606,263
-12,337
820
$31.3M 0.01%
58,881
+17,901
821
$31.2M 0.01%
643,343
+572,772
822
$31.2M 0.01%
105,314
+5,670
823
$31.1M 0.01%
720,596
-48,896
824
$30.8M 0.01%
831,499
-446,664
825
$30.7M 0.01%
302,037
+26,304
31 32
33
34 35