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
1501
$7.95M ﹤0.01%
369,904
+368,218
1502
$7.94M ﹤0.01%
109,107
+9,711
1503
$7.94M ﹤0.01%
466,228
-16,037
1504
$7.93M ﹤0.01%
65,110
+3,165
1505
$7.88M ﹤0.01%
116,071
+58,828
1506
$7.88M ﹤0.01%
76,611
+6,437
1507
$7.87M ﹤0.01%
138,469
-6,048
1508
$7.83M ﹤0.01%
153,666
-33,202
1509
$7.82M ﹤0.01%
193,419
-39,832
1510
$7.8M ﹤0.01%
191,787
+101,306
1511
$7.8M ﹤0.01%
68,307
+31,180
1512
$7.76M ﹤0.01%
134,726
+7,143
1513
$7.75M ﹤0.01%
45,783
+17,526
1514
$7.75M ﹤0.01%
380,503
+50,323
1515
$7.73M ﹤0.01%
32,816
+4,882
1516
$7.73M ﹤0.01%
231,854
+27,338
1517
$7.72M ﹤0.01%
99,570
+6,601
1518
$7.72M ﹤0.01%
177,078
+8,670
1519
$7.67M ﹤0.01%
290,223
-205,438
1520
$7.65M ﹤0.01%
165,098
+135,455
1521
$7.63M ﹤0.01%
159,752
-2,360
1522
$7.62M ﹤0.01%
138,980
+135,262
1523
$7.62M ﹤0.01%
141,895
+87,819
1524
$7.61M ﹤0.01%
72,049
-74,634
1525
$7.61M ﹤0.01%
231,955
+3,242
59 60
61
62 63