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
1926
$4.45M ﹤0.01%
696,575
-247,367
1927
$4.45M ﹤0.01%
215,802
-97,326
1928
$4.44M ﹤0.01%
244,318
-44,312
1929
$4.43M ﹤0.01%
77,408
-13,568
1930
$4.43M ﹤0.01%
152,712
-104,836
1931
$4.43M ﹤0.01%
393,039
+94,891
1932
$4.43M ﹤0.01%
178,012
+6,309
1933
$4.42M ﹤0.01%
322,722
1934
$4.42M ﹤0.01%
24,500
+8,840
1935
$4.42M ﹤0.01%
210,114
+167,838
1936
$4.4M ﹤0.01%
172,785
-112,747
1937
$4.4M ﹤0.01%
41,297
+3,521
1938
$4.39M ﹤0.01%
1,112,085
-146,573
1939
$4.39M ﹤0.01%
126,767
+37,890
1940
$4.38M ﹤0.01%
194,502
+36,723
1941
$4.38M ﹤0.01%
116,578
+42,594
1942
$4.37M ﹤0.01%
91,813
+6,547
1943
$4.37M ﹤0.01%
44,118
+5,174
1944
$4.36M ﹤0.01%
154,486
+154,264
1945
$4.36M ﹤0.01%
130,010
-101,449
1946
$4.36M ﹤0.01%
76,064
-164,153
1947
$4.36M ﹤0.01%
276,458
-6,325
1948
$4.36M ﹤0.01%
398,612
-8,241
1949
$4.36M ﹤0.01%
95,654
+44,556
1950
$4.35M ﹤0.01%
100,724
+89,755
76 77
78
79 80