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
2301
$2.73M ﹤0.01%
585,600
+61,127
2302
$2.73M ﹤0.01%
15,576
-4,163
2303
$2.72M ﹤0.01%
65,355
+15,833
2304
$2.72M ﹤0.01%
146,253
-1,709
2305
$2.71M ﹤0.01%
43,440
-685
2306
$2.71M ﹤0.01%
255,037
-60,211
2307
$2.7M ﹤0.01%
43,860
+11,268
2308
$2.7M ﹤0.01%
142,329
+490
2309
$2.7M ﹤0.01%
166,551
+5,153
2310
$2.69M ﹤0.01%
38,273
+14,309
2311
$2.69M ﹤0.01%
37,944
+330
2312
$2.69M ﹤0.01%
245,687
+25,921
2313
$2.69M ﹤0.01%
36,204
+3,650
2314
$2.69M ﹤0.01%
150,546
-84,516
2315
$2.69M ﹤0.01%
485,619
+281,366
2316
$2.68M ﹤0.01%
206,277
+180,602
2317
$2.68M ﹤0.01%
70,734
+64,878
2318
$2.68M ﹤0.01%
45,589
+10,303
2319
$2.67M ﹤0.01%
56,770
+13,039
2320
$2.67M ﹤0.01%
307,657
+306,582
2321
$2.67M ﹤0.01%
250,543
-41,302
2322
$2.67M ﹤0.01%
184,053
+149,281
2323
$2.67M ﹤0.01%
49,903
+15,726
2324
$2.67M ﹤0.01%
32,059
-61,744
2325
$2.67M ﹤0.01%
214,936
+181,705
91 92
93
94 95