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
1051
$20.2M 0.01%
465,579
+375,823
1052
$20.2M 0.01%
823,908
-34,346
1053
$20.1M 0.01%
849,735
+37,112
1054
$19.9M 0.01%
202,451
-102,354
1055
$19.9M 0.01%
307,411
-5,528
1056
$19.9M 0.01%
218,283
-174,095
1057
$19.9M 0.01%
374,651
-17,848
1058
$19.8M 0.01%
634,760
-25,975
1059
$19.8M 0.01%
566,005
-1,021,419
1060
$19.8M 0.01%
159,725
-13,972
1061
$19.8M 0.01%
90,964
+45,665
1062
$19.8M 0.01%
908,095
+218,743
1063
$19.8M 0.01%
6,211,764
+4,448,972
1064
$19.7M 0.01%
239,366
-2,139
1065
$19.7M 0.01%
1,868,706
+1,551,338
1066
$19.7M 0.01%
+826,312
1067
$19.6M 0.01%
186,141
-102,273
1068
$19.5M 0.01%
250,119
+70,820
1069
$19.5M 0.01%
288,884
-4,269
1070
$19.4M 0.01%
377,334
+131,032
1071
$19.4M 0.01%
1,154,952
-200,270
1072
$19.3M 0.01%
513,112
+12,300
1073
$19.3M 0.01%
682,363
+163,078
1074
$19.3M 0.01%
3,027,232
-148,510
1075
$19.3M 0.01%
385,396
-20,212
41 42
43
44 45