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
2001
$4.03M ﹤0.01%
200,019
-69,914
2002
$4.03M ﹤0.01%
229,743
+40,656
2003
$4.02M ﹤0.01%
15,062
-5,144
2004
$4.02M ﹤0.01%
47,564
+3,649
2005
$4.01M ﹤0.01%
66,206
+15,273
2006
$4.01M ﹤0.01%
49,019
+2,454
2007
$4M ﹤0.01%
16,988
+3,120
2008
$4M ﹤0.01%
302,275
-241,552
2009
$3.99M ﹤0.01%
166,297
+34,866
2010
$3.99M ﹤0.01%
167,643
+134,940
2011
$3.99M ﹤0.01%
263,924
+116,178
2012
$3.99M ﹤0.01%
127,548
-205
2013
$3.98M ﹤0.01%
50,652
+2,820
2014
$3.97M ﹤0.01%
211,745
+2,655
2015
$3.97M ﹤0.01%
199,058
+69,819
2016
$3.96M ﹤0.01%
609,684
+59,367
2017
$3.96M ﹤0.01%
15,920
-5,201
2018
$3.96M ﹤0.01%
44,657
-1,949
2019
$3.96M ﹤0.01%
88,154
-15,132
2020
$3.96M ﹤0.01%
361,622
-39,811
2021
$3.94M ﹤0.01%
415,124
+2,803
2022
$3.93M ﹤0.01%
263,100
+242,674
2023
$3.93M ﹤0.01%
91,368
+48,667
2024
$3.93M ﹤0.01%
58,105
+57,600
2025
$3.91M ﹤0.01%
74,943
+3,267
79 80
81
82 83