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
$230B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,204
New
Increased
Reduced
Closed

Top Buys

1
+$471M
2
+$420M
3
+$394M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$388M
5
UNH icon
UnitedHealth
UNH
+$349M

Top Sells

1
+$3.82B
2
+$661M
3
+$648M
4
JNJ icon
Johnson & Johnson
JNJ
+$315M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$253M

Sector Composition

1 Technology 17.05%
2 Financials 8.65%
3 Healthcare 8.47%
4 Consumer Discretionary 6.88%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$2.93M ﹤0.01%
63,470
-11,510
2352
$2.93M ﹤0.01%
22,534
-5,075
2353
$2.92M ﹤0.01%
38,283
-3,004
2354
$2.92M ﹤0.01%
36,043
+5,956
2355
$2.92M ﹤0.01%
44,643
-60,574
2356
$2.92M ﹤0.01%
41,062
+7,234
2357
$2.92M ﹤0.01%
414,834
+8,954
2358
$2.92M ﹤0.01%
17,759
+11,590
2359
$2.91M ﹤0.01%
25,892
-3,046
2360
$2.91M ﹤0.01%
667,834
-37,017
2361
$2.91M ﹤0.01%
56,465
-24,180
2362
$2.91M ﹤0.01%
115,466
-181,593
2363
$2.9M ﹤0.01%
20,308
+13,088
2364
$2.9M ﹤0.01%
68,872
+3,884
2365
$2.9M ﹤0.01%
34,657
+15,462
2366
$2.9M ﹤0.01%
72,433
-4,800
2367
$2.9M ﹤0.01%
191,889
-120,934
2368
$2.89M ﹤0.01%
172,386
-31,221
2369
$2.89M ﹤0.01%
265,265
+66,354
2370
$2.89M ﹤0.01%
40,640
+14,256
2371
$2.89M ﹤0.01%
18,260
+6,882
2372
$2.89M ﹤0.01%
809,260
+304,889
2373
$2.89M ﹤0.01%
117,242
-3,394
2374
$2.88M ﹤0.01%
130,894
+36,869
2375
$2.87M ﹤0.01%
56,768
+15,501
93 94
95
96 97