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
2226
$2.99M ﹤0.01%
28,529
+23,512
2227
$2.99M ﹤0.01%
8,701
-261
2228
$2.99M ﹤0.01%
64,962
-2,465
2229
$2.98M ﹤0.01%
91,359
+2,073
2230
$2.97M ﹤0.01%
285,244
-127,079
2231
$2.96M ﹤0.01%
48,041
+27,329
2232
$2.96M ﹤0.01%
50,596
+1,136
2233
$2.96M ﹤0.01%
266,895
-22,837
2234
$2.96M ﹤0.01%
172,785
-1,040,386
2235
$2.95M ﹤0.01%
71,892
+3,373
2236
$2.95M ﹤0.01%
392,475
+384,532
2237
$2.95M ﹤0.01%
291,911
+289,546
2238
$2.94M ﹤0.01%
66,355
-20,325
2239
$2.94M ﹤0.01%
73,519
+40,596
2240
$2.94M ﹤0.01%
95,930
+47,812
2241
$2.94M ﹤0.01%
80,560
+12,357
2242
$2.94M ﹤0.01%
46,381
-378
2243
$2.93M ﹤0.01%
48,961
+44,115
2244
$2.92M ﹤0.01%
137,952
+90,964
2245
$2.92M ﹤0.01%
+53,137
2246
$2.92M ﹤0.01%
75,176
-2,920
2247
$2.91M ﹤0.01%
12,682
+11,841
2248
$2.91M ﹤0.01%
314,671
+266,716
2249
$2.91M ﹤0.01%
176,997
+140,587
2250
$2.91M ﹤0.01%
116,019
-65,937
88 89
90
91 92