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
826
$28.4M 0.01%
2,347,860
+42,692
827
$28.3M 0.01%
719,150
+151,485
828
$28.3M 0.01%
236,441
+48,865
829
$28.3M 0.01%
1,035,117
-55,608
830
$28.2M 0.01%
587,103
-66,466
831
$28.2M 0.01%
820,541
+326,770
832
$28.1M 0.01%
329,713
+25,351
833
$28.1M 0.01%
96,690
+71,227
834
$28M 0.01%
915,360
+782,827
835
$27.9M 0.01%
899,655
+16,205
836
$27.9M 0.01%
337,921
+57,758
837
$27.9M 0.01%
1,180,065
-201,803
838
$27.9M 0.01%
372,329
+294,983
839
$27.9M 0.01%
121,895
+52,658
840
$27.8M 0.01%
614,590
+3,201
841
$27.8M 0.01%
312,866
+177,251
842
$27.6M 0.01%
480,828
+400,804
843
$27.5M 0.01%
535,256
+64,875
844
$27.5M 0.01%
1,135,812
-78,184
845
$27.5M 0.01%
1,689,870
+816,059
846
$27.4M 0.01%
1,173,544
+1,006,932
847
$27.4M 0.01%
1,128,060
-296,150
848
$27.4M 0.01%
275,401
+98,654
849
$27.3M 0.01%
2,455,043
-730,641
850
$27.3M 0.01%
415,952
-36,601
32 33
34
35 36