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
2351
$2.58M ﹤0.01%
127,247
-4,450
2352
$2.57M ﹤0.01%
143,109
+110,519
2353
$2.57M ﹤0.01%
54,773
+12,612
2354
$2.56M ﹤0.01%
52,606
+8,874
2355
$2.56M ﹤0.01%
245,343
-4,988
2356
$2.56M ﹤0.01%
186,488
+13,863
2357
$2.56M ﹤0.01%
112,765
+74,192
2358
$2.56M ﹤0.01%
54,577
+13,790
2359
$2.55M ﹤0.01%
206,318
+148,293
2360
$2.55M ﹤0.01%
43,381
+34,653
2361
$2.55M ﹤0.01%
8,199
-972
2362
$2.55M ﹤0.01%
111,906
+82,647
2363
$2.55M ﹤0.01%
209,917
+169,494
2364
$2.55M ﹤0.01%
26,278
+2,823
2365
$2.54M ﹤0.01%
101,075
+1,282
2366
$2.54M ﹤0.01%
247,602
-40,815
2367
$2.54M ﹤0.01%
252,184
-93,513
2368
$2.54M ﹤0.01%
57,638
-28,606
2369
$2.54M ﹤0.01%
61,079
-10,022
2370
$2.54M ﹤0.01%
102,433
+1,787
2371
$2.53M ﹤0.01%
46,713
+2,036
2372
$2.53M ﹤0.01%
11,184
-20,933
2373
$2.52M ﹤0.01%
40,645
+175
2374
$2.51M ﹤0.01%
217,084
+184,452
2375
$2.5M ﹤0.01%
59,240
-4,079
93 94
95
96 97