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
1276
$12M ﹤0.01%
134,178
-71,437
1277
$12M ﹤0.01%
297,757
-7,632
1278
$12M ﹤0.01%
1,210,143
-107,708
1279
$12M ﹤0.01%
683,521
-52,278
1280
$12M ﹤0.01%
1,310,914
-51,277
1281
$11.9M ﹤0.01%
495,336
-25,635
1282
$11.9M ﹤0.01%
770,253
-1,938
1283
$11.9M ﹤0.01%
442,120
+8,976
1284
$11.9M ﹤0.01%
65,030
-20,526
1285
$11.9M ﹤0.01%
741,433
-200,962
1286
$11.9M ﹤0.01%
55,524
+3,915
1287
$11.9M ﹤0.01%
551,256
+347,042
1288
$11.8M ﹤0.01%
117,236
-35,036
1289
$11.8M ﹤0.01%
142,808
+23,300
1290
$11.8M ﹤0.01%
375,848
+127,692
1291
$11.7M ﹤0.01%
1,431,723
-237,606
1292
$11.7M ﹤0.01%
362,899
+12,428
1293
$11.7M ﹤0.01%
73,316
+12,143
1294
$11.7M ﹤0.01%
344,753
+128,374
1295
$11.6M ﹤0.01%
107,684
+12,348
1296
$11.6M ﹤0.01%
288,854
+747
1297
$11.6M ﹤0.01%
450,807
-25,386
1298
$11.6M ﹤0.01%
348,297
+5,263
1299
$11.6M ﹤0.01%
234,848
+21,350
1300
$11.6M ﹤0.01%
377,784
-39,110
50 51
52
53 54