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
1526
$7.61M ﹤0.01%
435,580
+80,880
1527
$7.57M ﹤0.01%
70,232
-1,567
1528
$7.56M ﹤0.01%
213,520
-348,329
1529
$7.54M ﹤0.01%
437,412
-35,084
1530
$7.53M ﹤0.01%
71,216
-10,042
1531
$7.52M ﹤0.01%
690,922
-101,245
1532
$7.52M ﹤0.01%
123,465
-7,640
1533
$7.51M ﹤0.01%
1,022,192
-143,977
1534
$7.5M ﹤0.01%
1,178,901
+215,469
1535
$7.49M ﹤0.01%
174,383
+118,695
1536
$7.49M ﹤0.01%
112,614
+80,472
1537
$7.49M ﹤0.01%
283,509
+151,617
1538
$7.47M ﹤0.01%
181,354
+60,417
1539
$7.46M ﹤0.01%
462,770
+30,686
1540
$7.45M ﹤0.01%
157,600
+11,013
1541
$7.44M ﹤0.01%
173,609
+5,673
1542
$7.43M ﹤0.01%
259,737
-8,677
1543
$7.4M ﹤0.01%
601,527
-150,393
1544
$7.38M ﹤0.01%
123,310
+51,515
1545
$7.35M ﹤0.01%
198,281
-227,651
1546
$7.33M ﹤0.01%
289,727
+185,199
1547
$7.33M ﹤0.01%
53,288
-4,326
1548
$7.32M ﹤0.01%
370,865
+198,629
1549
$7.32M ﹤0.01%
481,783
-151,728
1550
$7.31M ﹤0.01%
506,531
-24,694
60 61
62
63 64