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
2201
$3.5M ﹤0.01%
123,339
+81,803
2202
$3.49M ﹤0.01%
97,564
+3,066
2203
$3.49M ﹤0.01%
97,266
-5,946
2204
$3.49M ﹤0.01%
826,343
+50,059
2205
$3.49M ﹤0.01%
74,470
-49,822
2206
$3.48M ﹤0.01%
251,229
+38,682
2207
$3.48M ﹤0.01%
9,301
+786
2208
$3.48M ﹤0.01%
308,679
+144,088
2209
$3.47M ﹤0.01%
40,519
+1,748
2210
$3.47M ﹤0.01%
126,507
-196,622
2211
$3.47M ﹤0.01%
89,289
-34,222
2212
$3.47M ﹤0.01%
140,805
-9,148
2213
$3.46M ﹤0.01%
302,724
+3,337
2214
$3.46M ﹤0.01%
390,872
-647,337
2215
$3.46M ﹤0.01%
45,552
-1,629
2216
$3.46M ﹤0.01%
85,203
+1,828
2217
$3.45M ﹤0.01%
35,740
+13,539
2218
$3.45M ﹤0.01%
102,925
+82,314
2219
$3.45M ﹤0.01%
29,346
+3,703
2220
$3.45M ﹤0.01%
67,377
-72,357
2221
$3.45M ﹤0.01%
109,252
+23,204
2222
$3.44M ﹤0.01%
151,915
+42,414
2223
$3.44M ﹤0.01%
108,586
+3,036
2224
$3.43M ﹤0.01%
235,333
-24,085
2225
$3.41M ﹤0.01%
326,670
-21,232
87 88
89
90 91