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
976
$20.9M 0.01%
465,473
+1,858
977
$20.8M 0.01%
101,430
+54,352
978
$20.8M 0.01%
4,490,592
-378,826
979
$20.8M 0.01%
119,435
+10,361
980
$20.8M 0.01%
358,754
-58,620
981
$20.7M 0.01%
114,333
+7,633
982
$20.7M 0.01%
98,067
+53,758
983
$20.7M 0.01%
292,311
+62,936
984
$20.6M 0.01%
322,018
-19,169
985
$20.6M 0.01%
187,389
-31,708
986
$20.6M 0.01%
540,594
+90,754
987
$20.5M 0.01%
612,667
+68,391
988
$20.5M 0.01%
388,844
-28,505
989
$20.5M 0.01%
164,072
-22,003
990
$20.4M 0.01%
1,135,030
+73,678
991
$20.4M 0.01%
3,177,586
-530,023
992
$20.4M 0.01%
571,016
-113,974
993
$20.3M 0.01%
222,229
-6,323
994
$20.2M 0.01%
413,170
-194,433
995
$19.9M 0.01%
561,448
+226,998
996
$19.9M 0.01%
432,908
-133,202
997
$19.9M 0.01%
828,205
+4,470
998
$19.8M 0.01%
1,919,703
+446,712
999
$19.8M 0.01%
252,742
+18,162
1000
$19.8M 0.01%
309,831
-8,637
38 39
40
41 42