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
2326
$2.67M ﹤0.01%
64,162
-46,036
2327
$2.66M ﹤0.01%
77,468
+65,098
2328
$2.66M ﹤0.01%
160,469
+40,785
2329
$2.66M ﹤0.01%
254,076
-175,923
2330
$2.66M ﹤0.01%
134,914
-198,035
2331
$2.66M ﹤0.01%
50,712
+2,660
2332
$2.66M ﹤0.01%
18,170
+11,223
2333
$2.66M ﹤0.01%
102,001
+80,625
2334
$2.65M ﹤0.01%
23,899
+743
2335
$2.65M ﹤0.01%
622,544
+853
2336
$2.64M ﹤0.01%
59,571
+6,801
2337
$2.64M ﹤0.01%
12,865
-5,476
2338
$2.64M ﹤0.01%
222,602
+19,275
2339
$2.64M ﹤0.01%
117,152
+46,259
2340
$2.64M ﹤0.01%
53,390
+11,324
2341
$2.63M ﹤0.01%
142,740
-20,912
2342
$2.62M ﹤0.01%
69,668
+20,196
2343
$2.6M ﹤0.01%
712,949
+45,516
2344
$2.6M ﹤0.01%
53,747
+36,819
2345
$2.6M ﹤0.01%
52,884
-25,705
2346
$2.6M ﹤0.01%
60,103
-17,721
2347
$2.6M ﹤0.01%
79,447
-67,412
2348
$2.6M ﹤0.01%
155,134
-42,814
2349
$2.6M ﹤0.01%
49,175
-3,183
2350
$2.59M ﹤0.01%
92,085
+77,425
92 93
94
95 96