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
$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
101
$542M 0.18%
2,567,809
+201,645
102
$533M 0.18%
2,360,879
+206,132
103
$515M 0.17%
4,197,816
+965,264
104
$511M 0.17%
5,330,212
+4,102,578
105
$504M 0.17%
3,796,204
-365,720
106
$499M 0.17%
1,514,962
-65,966
107
$489M 0.17%
4,268,829
+519,029
108
$488M 0.16%
4,281,624
+806,844
109
$472M 0.16%
1,380,153
+104,252
110
$460M 0.16%
2,386,412
+144,369
111
$458M 0.15%
4,926,315
+279,694
112
$458M 0.15%
1,529,059
+87,216
113
$454M 0.15%
1,120,779
+50,489
114
$451M 0.15%
1,397,774
+292,202
115
$449M 0.15%
1,018,463
+282,326
116
$426M 0.14%
8,677,047
+655,445
117
$426M 0.14%
2,444,135
+624,734
118
$426M 0.14%
1,936,732
+411,667
119
$417M 0.14%
1,254,494
-3,286
120
$416M 0.14%
2,053,438
-25,554
121
$412M 0.14%
6,465,675
+146,370
122
$411M 0.14%
1,025,255
+56,157
123
$411M 0.14%
1,668,854
+210,741
124
$405M 0.14%
3,029,576
-369,825
125
$399M 0.13%
22,863,891
-654,798
3 4
5
6 7