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
2026
$3.91M ﹤0.01%
189,695
-10,746
2027
$3.9M ﹤0.01%
1,000,667
-249,032
2028
$3.9M ﹤0.01%
127,913
+23,500
2029
$3.9M ﹤0.01%
267,035
+83,110
2030
$3.9M ﹤0.01%
115,071
+46,211
2031
$3.89M ﹤0.01%
41,698
-5,130
2032
$3.88M ﹤0.01%
101,779
+81,310
2033
$3.88M ﹤0.01%
149,116
+100,204
2034
$3.87M ﹤0.01%
276,640
+53,165
2035
$3.87M ﹤0.01%
111,136
+56,505
2036
$3.87M ﹤0.01%
214,634
+144,677
2037
$3.86M ﹤0.01%
189,581
-47,677
2038
$3.86M ﹤0.01%
805,008
+257,779
2039
$3.85M ﹤0.01%
19,799
+781
2040
$3.85M ﹤0.01%
210,944
+8,300
2041
$3.84M ﹤0.01%
275,953
-45,654
2042
$3.84M ﹤0.01%
85,243
-37,018
2043
$3.84M ﹤0.01%
148,724
+39,504
2044
$3.83M ﹤0.01%
108,217
-73,937
2045
$3.83M ﹤0.01%
159,836
+4,238
2046
$3.83M ﹤0.01%
76,013
+66,870
2047
$3.82M ﹤0.01%
43,828
+9,412
2048
$3.82M ﹤0.01%
61,827
-13,324
2049
$3.82M ﹤0.01%
166,723
-16,583
2050
$3.81M ﹤0.01%
11,534
+3,311
80 81
82
83 84