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
1251
$12.5M ﹤0.01%
307,710
+204,164
1252
$12.5M ﹤0.01%
71,073
+4,369
1253
$12.4M ﹤0.01%
227,744
+25,511
1254
$12.4M ﹤0.01%
199,078
+8,780
1255
$12.4M ﹤0.01%
848,367
+840,949
1256
$12.4M ﹤0.01%
507,368
+187,102
1257
$12.4M ﹤0.01%
52,910
+41,038
1258
$12.4M ﹤0.01%
2,620,210
+1,760,934
1259
$12.4M ﹤0.01%
600,587
-21,599
1260
$12.4M ﹤0.01%
1,114,639
-49,199
1261
$12.3M ﹤0.01%
38,242
+11,857
1262
$12.3M ﹤0.01%
471,964
+81,667
1263
$12.3M ﹤0.01%
43,885
+2,949
1264
$12.2M ﹤0.01%
207,774
+4,341
1265
$12.2M ﹤0.01%
377,860
-24,467
1266
$12.2M ﹤0.01%
958,600
-2,678,679
1267
$12.2M ﹤0.01%
429,383
-438,587
1268
$12.2M ﹤0.01%
635,733
+183,141
1269
$12.1M ﹤0.01%
761,056
+32,274
1270
$12.1M ﹤0.01%
318,557
+182,914
1271
$12.1M ﹤0.01%
448,091
-36,138
1272
$12M ﹤0.01%
39,811
+25,256
1273
$12M ﹤0.01%
185,489
+127,560
1274
$12M ﹤0.01%
982,934
+193,706
1275
$12M ﹤0.01%
1,333,484
+273,482
49 50
51
52 53