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
1026
$21.4M 0.01%
1,482,976
+66,497
1027
$21.3M 0.01%
684,712
+534,032
1028
$21.3M 0.01%
70,599
+44,026
1029
$21.2M 0.01%
312,862
+183,371
1030
$21.2M 0.01%
1,472,822
-1,940,417
1031
$21.2M 0.01%
1,022,977
+61,804
1032
$21.2M 0.01%
689,743
+187,788
1033
$21.2M 0.01%
796,852
+218,439
1034
$21.1M 0.01%
661,608
-17,364
1035
$21.1M 0.01%
390,866
+4,108
1036
$21.1M 0.01%
334,849
+43,941
1037
$21.1M 0.01%
350,904
-66,882
1038
$21M 0.01%
230,717
+34,936
1039
$20.9M 0.01%
274,107
+241,880
1040
$20.9M 0.01%
424,693
+16,946
1041
$20.9M 0.01%
548,656
+91,916
1042
$20.5M 0.01%
534,268
+423,951
1043
$20.5M 0.01%
344,546
-7,829
1044
$20.5M 0.01%
184,699
-72,980
1045
$20.4M 0.01%
48,969
+7,407
1046
$20.4M 0.01%
1,181,334
-30,216
1047
$20.4M 0.01%
242,243
-8,294
1048
$20.3M 0.01%
152,871
+417
1049
$20.2M 0.01%
908,968
+146,555
1050
$20.2M 0.01%
166,160
-9,586
40 41
42
43 44