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
926
$23.1M 0.01%
376,552
-59,130
927
$23M 0.01%
3,385,466
+513,401
928
$22.9M 0.01%
818,681
+450,608
929
$22.9M 0.01%
1,446,035
-387,976
930
$22.9M 0.01%
247,677
-15,536
931
$22.7M 0.01%
224,999
-20,856
932
$22.7M 0.01%
635,678
-48,768
933
$22.5M 0.01%
268,248
-3,491
934
$22.5M 0.01%
304,791
+40,162
935
$22.3M 0.01%
617,058
+69,282
936
$22.1M 0.01%
845,118
-1,377,526
937
$22.1M 0.01%
355,725
-273,228
938
$22M 0.01%
2,173,674
-634,500
939
$22M 0.01%
426,971
-45,277
940
$22M 0.01%
628,049
+8,466
941
$22M 0.01%
1,042,929
+838,934
942
$22M 0.01%
487,637
-438,273
943
$21.9M 0.01%
692,160
+190,310
944
$21.9M 0.01%
1,925,380
-531,223
945
$21.9M 0.01%
731,914
-48,750
946
$21.9M 0.01%
202,052
+18,640
947
$21.8M 0.01%
207,289
-14,265
948
$21.8M 0.01%
478,148
-176,325
949
$21.8M 0.01%
128,043
-87,185
950
$21.7M 0.01%
1,470,186
+259,246
36 37
38
39 40