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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$471M
2
+$420M
3
+$394M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$388M
5
UNH icon
UnitedHealth
UNH
+$349M

Top Sells

1
+$3.82B
2
+$661M
3
+$648M
4
JNJ icon
Johnson & Johnson
JNJ
+$315M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$253M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$22.5M 0.01%
123,665
-3,037
1002
$22.4M 0.01%
169,756
-4,675
1003
$22.4M 0.01%
311,925
-32,376
1004
$22.4M 0.01%
158,992
-49,432
1005
$22.3M 0.01%
287,926
-5,709
1006
$22.3M 0.01%
1,107,406
+62,230
1007
$22.3M 0.01%
725,452
+100,619
1008
$22.1M 0.01%
337,050
+5,448
1009
$22M 0.01%
278,731
+155,290
1010
$22M 0.01%
1,684,608
+565,947
1011
$22M 0.01%
383,263
+279,727
1012
$21.9M 0.01%
351,912
-3,642
1013
$21.9M 0.01%
579,867
+4,158
1014
$21.8M 0.01%
214,116
-256,684
1015
$21.8M 0.01%
1,998,837
-85,397
1016
$21.8M 0.01%
1,430,571
+4,151
1017
$21.7M 0.01%
411,192
-5,398
1018
$21.6M 0.01%
1,261,410
-176,502
1019
$21.6M 0.01%
205,365
-61,289
1020
$21.5M 0.01%
863,724
+22,471
1021
$21.5M 0.01%
149,864
+53,769
1022
$21.5M 0.01%
1,296,491
-204,061
1023
$21.5M 0.01%
223,339
-204,953
1024
$21.5M 0.01%
598,900
+105,977
1025
$21.4M 0.01%
874,747
-76,674
39 40
41
42 43