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
2251
$2.9M ﹤0.01%
30,066
+15,880
2252
$2.9M ﹤0.01%
72,534
+762
2253
$2.9M ﹤0.01%
115,033
-31,183
2254
$2.89M ﹤0.01%
193,555
+191,896
2255
$2.89M ﹤0.01%
67,337
-55,064
2256
$2.89M ﹤0.01%
290,443
-711,649
2257
$2.88M ﹤0.01%
42,155
+22,655
2258
$2.88M ﹤0.01%
80,334
-393,450
2259
$2.88M ﹤0.01%
18,264
-27,196
2260
$2.87M ﹤0.01%
112,523
-6,797
2261
$2.86M ﹤0.01%
215,193
+173,923
2262
$2.86M ﹤0.01%
193,311
+169,739
2263
$2.86M ﹤0.01%
27,178
-4,518
2264
$2.85M ﹤0.01%
136,302
+59,964
2265
$2.84M ﹤0.01%
76,696
+5,439
2266
$2.84M ﹤0.01%
102,173
-15,290
2267
$2.84M ﹤0.01%
65,127
-98,114
2268
$2.83M ﹤0.01%
109,209
+17,250
2269
$2.83M ﹤0.01%
215,117
+202,895
2270
$2.82M ﹤0.01%
929,147
+79,777
2271
$2.82M ﹤0.01%
38,298
+2,204
2272
$2.82M ﹤0.01%
124,388
+75,730
2273
$2.81M ﹤0.01%
59,632
+49,957
2274
$2.81M ﹤0.01%
184,151
-59,464
2275
$2.8M ﹤0.01%
36,714
+10,634
89 90
91
92 93