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
8301
$3.05K ﹤0.01%
844
+827
8302
$3.04K ﹤0.01%
+160
8303
$3.04K ﹤0.01%
43
+24
8304
$3.04K ﹤0.01%
450
+448
8305
$3.01K ﹤0.01%
842
-4,299
8306
$3.01K ﹤0.01%
719
-1,662
8307
$3.01K ﹤0.01%
170
+36
8308
$3.01K ﹤0.01%
2,089
-12,124
8309
$3K ﹤0.01%
49,941
+31,270
8310
$2.99K ﹤0.01%
1,116
-5,106
8311
$2.98K ﹤0.01%
+43
8312
$2.98K ﹤0.01%
+967
8313
$2.98K ﹤0.01%
+2,834
8314
$2.97K ﹤0.01%
+82
8315
$2.97K ﹤0.01%
296
-100
8316
$2.97K ﹤0.01%
1,448
-1,002
8317
$2.97K ﹤0.01%
1,441
-1,492
8318
$2.97K ﹤0.01%
92
8319
$2.95K ﹤0.01%
1,477
+100
8320
$2.95K ﹤0.01%
294
8321
$2.94K ﹤0.01%
11,767
+10,168
8322
$2.94K ﹤0.01%
+293
8323
$2.94K ﹤0.01%
116
-19
8324
$2.93K ﹤0.01%
287
+200
8325
$2.92K ﹤0.01%
+102
331 332
333
334 335