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
176
$266M 0.1%
6,444,055
+1,162,559
177
$263M 0.1%
594,716
+25,049
178
$260M 0.1%
2,650,331
-48,990
179
$260M 0.1%
7,891,389
+792,093
180
$257M 0.1%
1,084,733
+47,661
181
$256M 0.1%
4,431,693
-1,104,746
182
$256M 0.1%
1,038,402
+46,084
183
$255M 0.1%
2,581,530
-123,633
184
$251M 0.09%
5,835,239
+518,488
185
$249M 0.09%
2,473,056
+12,513
186
$245M 0.09%
4,998,452
+18,180
187
$244M 0.09%
5,285,430
+828,689
188
$244M 0.09%
5,327,307
+981,709
189
$243M 0.09%
2,830,932
+603,988
190
$240M 0.09%
6,172,356
+981,383
191
$238M 0.09%
1,270,935
+226,002
192
$237M 0.09%
2,472,029
-10,300
193
$237M 0.09%
1,447,058
+122,348
194
$235M 0.09%
12,991,930
+755,805
195
$232M 0.09%
2,947,319
+250,478
196
$231M 0.09%
1,285,279
-3,475
197
$231M 0.09%
1,010,314
+101,067
198
$230M 0.09%
3,085,259
+220,355
199
$228M 0.09%
3,522,853
+958,044
200
$228M 0.09%
4,561,676
+1,333,440
6 7
8
9 10