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
10551
– –
-100
10552
– –
-239
10553
– –
-1,736
10554
$0 ﹤0.01%
100
-1,539
10555
– –
-50
10556
– –
-91
10557
– –
-81,102
10558
– –
-80
10559
– –
-4,812
10560
– –
-8,728
10561
– –
-5,573
10562
– –
-78
10563
– –
-25
10564
– –
-23,547
10565
– –
-300
10566
– –
-12,210
10567
– –
-900
10568
– –
-1,923
10569
– –
-26,112
10570
– –
-429
10571
– –
-385
10572
– –
-3,982
10573
– –
-10,600
10574
– –
-1,300
10575
– –
-36,400
421 422
423
424 425