UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
101
$487M 0.18%
2,445,604
-104,523
102
$473M 0.18%
4,009,002
+525,860
103
$464M 0.17%
8,683,366
+4,287,098
104
$464M 0.17%
13,271,558
+667,996
105
$450M 0.17%
3,950,479
-44,329
106
$443M 0.17%
1,033,246
+153,983
107
$438M 0.16%
3,305,914
-2,552,415
108
$437M 0.16%
1,405,067
-27,028
109
$434M 0.16%
8,760,192
+1,520,973
110
$430M 0.16%
4,043,724
+903,316
111
$429M 0.16%
1,665,076
-55,157
112
$425M 0.16%
3,016,831
+194,685
113
$423M 0.16%
4,063,142
+272,502
114
$420M 0.16%
1,363,548
+81,100
115
$420M 0.16%
1,758,372
+402,168
116
$413M 0.15%
5,190,107
+524,297
117
$410M 0.15%
1,193,859
+280,786
118
$404M 0.15%
7,186,170
+76,230
119
$396M 0.15%
3,601,614
+87,403
120
$388M 0.14%
4,399,547
+2,224,258
121
$381M 0.14%
4,013,033
+676,896
122
$375M 0.14%
3,707,705
+866,378
123
$372M 0.14%
3,528,177
+800,709
124
$370M 0.14%
2,078,648
-24,392
125
$366M 0.14%
5,400,302
+1,331,609
3 4
5
6 7