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
8626
$1.28K ﹤0.01%
+16,000
8627
$1.27K ﹤0.01%
231
-1,103
8628
$1.26K ﹤0.01%
7,014
+4,667
8629
$1.26K ﹤0.01%
3,501
-290
8630
$1.25K ﹤0.01%
25
8631
$1.25K ﹤0.01%
5,936
-43,552
8632
$1.24K ﹤0.01%
+28
8633
$1.24K ﹤0.01%
127
8634
$1.23K ﹤0.01%
123
-923
8635
$1.23K ﹤0.01%
277
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8636
$1.23K ﹤0.01%
1,000
-3,549
8637
$1.23K ﹤0.01%
818
-2,719
8638
$1.22K ﹤0.01%
49
-983
8639
$1.22K ﹤0.01%
176
-535
8640
$1.21K ﹤0.01%
111
-2,348
8641
$1.21K ﹤0.01%
+25
8642
$1.21K ﹤0.01%
9,300
-30,181
8643
$1.21K ﹤0.01%
+30
8644
$1.21K ﹤0.01%
48
-70
8645
$1.2K ﹤0.01%
1,821
-6,867
8646
$1.2K ﹤0.01%
51
+34
8647
$1.19K ﹤0.01%
+628
8648
$1.19K ﹤0.01%
43
-1,223
8649
$1.19K ﹤0.01%
2,769
-677
8650
$1.19K ﹤0.01%
149
-49
344 345
346
347 348