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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$471M
2
+$420M
3
+$394M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$388M
5
UNH icon
UnitedHealth
UNH
+$349M

Top Sells

1
+$3.82B
2
+$661M
3
+$648M
4
JNJ icon
Johnson & Johnson
JNJ
+$315M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$253M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$3.69M ﹤0.01%
43,602
-91,416
2152
$3.69M ﹤0.01%
222,488
+54,972
2153
$3.69M ﹤0.01%
186,899
+172,855
2154
$3.68M ﹤0.01%
49,000
-14,174
2155
$3.66M ﹤0.01%
90,499
+13,363
2156
$3.65M ﹤0.01%
136,454
-1,907
2157
$3.65M ﹤0.01%
57,430
+45,624
2158
$3.65M ﹤0.01%
50,000
+49,949
2159
$3.63M ﹤0.01%
100,291
-6,314
2160
$3.62M ﹤0.01%
35,361
+21,118
2161
$3.62M ﹤0.01%
108,906
-94,267
2162
$3.62M ﹤0.01%
132,160
+108,707
2163
$3.61M ﹤0.01%
88,418
+1,667
2164
$3.61M ﹤0.01%
156,780
+116,947
2165
$3.61M ﹤0.01%
145,392
-121,488
2166
$3.61M ﹤0.01%
71,264
+24,373
2167
$3.6M ﹤0.01%
153,047
-3,161
2168
$3.6M ﹤0.01%
166,436
-361
2169
$3.6M ﹤0.01%
117,817
-11,089
2170
$3.59M ﹤0.01%
43,299
+13,810
2171
$3.59M ﹤0.01%
107,613
+1,777
2172
$3.58M ﹤0.01%
119,237
+40,499
2173
$3.58M ﹤0.01%
16,516
-8,750
2174
$3.58M ﹤0.01%
67,216
+7,174
2175
$3.57M ﹤0.01%
164,365
-50,571
85 86
87
88 89