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
8451
$2.14K ﹤0.01%
139
-147,152
8452
$2.14K ﹤0.01%
100
8453
$2.13K ﹤0.01%
+3,430
8454
$2.12K ﹤0.01%
+60
8455
$2.11K ﹤0.01%
526
-2,423
8456
$2.11K ﹤0.01%
210
8457
$2.1K ﹤0.01%
210
8458
$2.1K ﹤0.01%
98
-726
8459
$2.09K ﹤0.01%
+5
8460
$2.09K ﹤0.01%
+1,333
8461
$2.09K ﹤0.01%
11,599
-27,290
8462
$2.08K ﹤0.01%
1,976
-6,018
8463
$2.07K ﹤0.01%
+2,297
8464
$2.05K ﹤0.01%
1,628
-3,403
8465
$2.05K ﹤0.01%
4,266
-2,513
8466
$2.05K ﹤0.01%
19
-42
8467
$2.03K ﹤0.01%
82
-884
8468
$2.03K ﹤0.01%
+113
8469
$2.03K ﹤0.01%
+20,300
8470
$2.02K ﹤0.01%
2,082
-1,971
8471
$2.02K ﹤0.01%
+4,200
8472
$2.01K ﹤0.01%
88
8473
$2.01K ﹤0.01%
72
-268
8474
$2.01K ﹤0.01%
200
8475
$2.01K ﹤0.01%
+200
337 338
339
340 341