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
1976
$4.18M ﹤0.01%
439,146
+58,358
1977
$4.17M ﹤0.01%
316,951
-13,741
1978
$4.17M ﹤0.01%
2,758,592
+12,883
1979
$4.16M ﹤0.01%
76,359
+67,196
1980
$4.16M ﹤0.01%
108,868
+78,107
1981
$4.16M ﹤0.01%
99,932
+28,271
1982
$4.15M ﹤0.01%
232,316
+225,899
1983
$4.14M ﹤0.01%
359,103
+109,503
1984
$4.13M ﹤0.01%
335,652
+81,587
1985
$4.13M ﹤0.01%
261,752
+125,160
1986
$4.12M ﹤0.01%
238,071
+24,178
1987
$4.12M ﹤0.01%
173,887
-470,263
1988
$4.12M ﹤0.01%
72,221
-29,845
1989
$4.1M ﹤0.01%
80,923
+36,268
1990
$4.1M ﹤0.01%
133,236
+129,841
1991
$4.09M ﹤0.01%
435,210
+108,972
1992
$4.09M ﹤0.01%
64,946
+35,058
1993
$4.09M ﹤0.01%
161,712
+35,528
1994
$4.07M ﹤0.01%
359,929
+112,315
1995
$4.07M ﹤0.01%
104,478
+12,159
1996
$4.07M ﹤0.01%
150,615
-58,225
1997
$4.06M ﹤0.01%
144,829
+77,834
1998
$4.05M ﹤0.01%
275,495
+42,877
1999
$4.04M ﹤0.01%
227,177
-78,217
2000
$4.03M ﹤0.01%
50,594
+13,956
78 79
80
81 82