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
8501
$1.86K ﹤0.01%
108
+38
8502
$1.86K ﹤0.01%
1,710
-11,856
8503
$1.86K ﹤0.01%
254
+3
8504
$1.85K ﹤0.01%
181
8505
– –
0
8506
$1.85K ﹤0.01%
123
+45
8507
$1.85K ﹤0.01%
+76
8508
$1.82K ﹤0.01%
89
-24
8509
$1.82K ﹤0.01%
+100
8510
$1.81K ﹤0.01%
200
8511
$1.81K ﹤0.01%
1,572
+608
8512
$1.8K ﹤0.01%
322
-132
8513
$1.79K ﹤0.01%
+2,755
8514
$1.78K ﹤0.01%
714
-2,256
8515
$1.78K ﹤0.01%
1,275
-4,581
8516
$1.78K ﹤0.01%
89,200
+72,596
8517
$1.78K ﹤0.01%
1
8518
– –
0
8519
$1.78K ﹤0.01%
237
-1,074
8520
$1.77K ﹤0.01%
2,061
-19,822
8521
$1.77K ﹤0.01%
316
+229
8522
$1.76K ﹤0.01%
+91
8523
$1.76K ﹤0.01%
+704
8524
$1.76K ﹤0.01%
4,000
-8,090
8525
$1.76K ﹤0.01%
1,933
-3,758
339 340
341
342 343