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
1026
$19M 0.01%
333,750
+15,092
1027
$19M 0.01%
1,188,938
-208,192
1028
$19M 0.01%
1,365,988
+240,250
1029
$19M 0.01%
62,473
-323,806
1030
$19M 0.01%
276,084
+41,959
1031
$19M 0.01%
286,907
+84,792
1032
$19M 0.01%
460,251
+238,433
1033
$19M 0.01%
876,111
+205,771
1034
$18.9M 0.01%
130,910
+3,816
1035
$18.8M 0.01%
748,463
+592,623
1036
$18.6M 0.01%
368,784
+148,779
1037
$18.6M 0.01%
331,141
+18,426
1038
$18.6M 0.01%
391,106
+218,302
1039
$18.6M 0.01%
347,786
+159,849
1040
$18.4M 0.01%
788,858
+505,980
1041
$18.4M 0.01%
84,450
+30,663
1042
$18.4M 0.01%
110,716
+43,779
1043
$18.3M 0.01%
181,996
+133,781
1044
$18.3M 0.01%
869,911
+267,944
1045
$18.2M 0.01%
448,535
+180,573
1046
$18.2M 0.01%
2,236,911
+22,079
1047
$18.2M 0.01%
480,849
+130,995
1048
$18.1M 0.01%
1,493,474
+381,179
1049
$18.1M 0.01%
1,054,030
-218,432
1050
$18.1M 0.01%
383,099
+212,461
40 41
42
43 44