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
2276
$2.8M ﹤0.01%
37,535
-2,614
2277
$2.8M ﹤0.01%
203,537
+178,974
2278
$2.8M ﹤0.01%
338,895
+42,460
2279
$2.8M ﹤0.01%
43,039
+38,822
2280
$2.79M ﹤0.01%
129,857
+108,251
2281
$2.79M ﹤0.01%
27,863
+8,535
2282
$2.79M ﹤0.01%
361,895
+343,430
2283
$2.79M ﹤0.01%
29,412
+12,888
2284
$2.79M ﹤0.01%
59,515
-753
2285
$2.78M ﹤0.01%
508,035
+126,534
2286
$2.78M ﹤0.01%
397,994
-12,954
2287
$2.78M ﹤0.01%
24,786
+15,683
2288
$2.78M ﹤0.01%
169,340
+128,397
2289
$2.76M ﹤0.01%
90,986
-86,457
2290
$2.76M ﹤0.01%
61,649
-3,320
2291
$2.76M ﹤0.01%
296,886
+33,036
2292
$2.76M ﹤0.01%
67,467
+13,429
2293
$2.76M ﹤0.01%
47,233
+26,357
2294
$2.76M ﹤0.01%
329,944
+54,215
2295
$2.74M ﹤0.01%
3,618
-4,900
2296
$2.74M ﹤0.01%
359,878
+351,065
2297
$2.74M ﹤0.01%
61,655
+20,997
2298
$2.74M ﹤0.01%
81,331
+63,540
2299
$2.73M ﹤0.01%
89,301
-51,752
2300
$2.73M ﹤0.01%
153,875
+146,897
90 91
92
93 94