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
2101
$3.54M ﹤0.01%
307,619
-593,272
2102
$3.53M ﹤0.01%
50,903
-1,491
2103
$3.53M ﹤0.01%
246,837
+49,863
2104
$3.52M ﹤0.01%
122,543
+79,641
2105
$3.51M ﹤0.01%
116,233
+12,240
2106
$3.51M ﹤0.01%
181,406
+112,530
2107
$3.5M ﹤0.01%
26,142
+8,525
2108
$3.49M ﹤0.01%
104,851
-36,390
2109
$3.49M ﹤0.01%
135,345
-127,022
2110
$3.48M ﹤0.01%
44,177
+3,269
2111
$3.48M ﹤0.01%
83,598
-20,154
2112
$3.46M ﹤0.01%
140,217
-30,979
2113
$3.45M ﹤0.01%
167,288
-124,812
2114
$3.45M ﹤0.01%
137,591
+25,431
2115
$3.44M ﹤0.01%
152,112
-29,551
2116
$3.44M ﹤0.01%
192,621
+33,961
2117
$3.43M ﹤0.01%
312,981
+111,142
2118
$3.41M ﹤0.01%
44,360
-14,897
2119
$3.4M ﹤0.01%
43,249
+37,274
2120
$3.39M ﹤0.01%
325,488
+144,700
2121
$3.39M ﹤0.01%
186,477
-2,914
2122
$3.39M ﹤0.01%
507,563
+437,846
2123
$3.38M ﹤0.01%
155,982
+5,505
2124
$3.38M ﹤0.01%
359,063
+49,373
2125
$3.38M ﹤0.01%
42,623
+42,459
83 84
85
86 87