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
8426
$2.3K ﹤0.01%
224
8427
$2.3K ﹤0.01%
2
8428
– –
0
8429
$2.27K ﹤0.01%
+78
8430
$2.26K ﹤0.01%
226
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8431
$2.26K ﹤0.01%
5,131
+2,614
8432
$2.26K ﹤0.01%
96
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8433
$2.25K ﹤0.01%
+10
8434
$2.24K ﹤0.01%
223
-322
8435
$2.22K ﹤0.01%
1,145
-6,023
8436
$2.22K ﹤0.01%
110,789
+44,419
8437
$2.21K ﹤0.01%
+90
8438
$2.21K ﹤0.01%
3,452
-3,083
8439
$2.2K ﹤0.01%
1,350
-533
8440
$2.2K ﹤0.01%
213
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8441
$2.19K ﹤0.01%
109
-1
8442
$2.19K ﹤0.01%
96
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8443
$2.18K ﹤0.01%
+100
8444
$2.18K ﹤0.01%
+2,829
8445
$2.17K ﹤0.01%
214
-2,858
8446
$2.16K ﹤0.01%
215
-46
8447
$2.16K ﹤0.01%
1,688
-7,584
8448
$2.15K ﹤0.01%
209
8449
$2.15K ﹤0.01%
45
+42
8450
$2.15K ﹤0.01%
4,781
-37,870
336 337
338
339 340