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
126
$366M 0.14%
4,434,855
+34,203
127
$366M 0.14%
5,419,429
+129,146
128
$364M 0.14%
12,876,509
+1,647,192
129
$362M 0.14%
2,079,514
+223,383
130
$362M 0.14%
1,363,830
+497,614
131
$361M 0.13%
19,616,049
-3,083,595
132
$358M 0.13%
1,441,920
+44,688
133
$357M 0.13%
4,951,900
+91,783
134
$355M 0.13%
23,614,536
-882,753
135
$355M 0.13%
14,100,408
+2,571,996
136
$351M 0.13%
4,735,076
+268,217
137
$350M 0.13%
1,459,588
+485,986
138
$344M 0.13%
28,998,894
-632,139
139
$342M 0.13%
4,903,636
+326,070
140
$340M 0.13%
3,142,047
+307,533
141
$339M 0.13%
1,012,407
+150,469
142
$336M 0.13%
2,981,008
+1,089,194
143
$335M 0.13%
6,673,046
+2,271,064
144
$335M 0.13%
11,479,512
+1,522,705
145
$335M 0.13%
8,391,718
-373,529
146
$332M 0.12%
3,407,098
+538,862
147
$331M 0.12%
1,335,111
+109,374
148
$328M 0.12%
4,360,754
-188,028
149
$326M 0.12%
5,489,016
+1,556,281
150
$325M 0.12%
2,521,977
+84,570
4 5
6
7 8