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
2376
$2.5M ﹤0.01%
698,923
+109,337
2377
$2.49M ﹤0.01%
764,892
+673,832
2378
$2.49M ﹤0.01%
22,078
+5,111
2379
$2.49M ﹤0.01%
23,377
+9,342
2380
$2.49M ﹤0.01%
64,216
+27,894
2381
$2.48M ﹤0.01%
118,217
-255,698
2382
$2.48M ﹤0.01%
46,020
+38,619
2383
$2.48M ﹤0.01%
289,123
+1,055
2384
$2.48M ﹤0.01%
268,353
+268,337
2385
$2.47M ﹤0.01%
59,127
+6,558
2386
$2.47M ﹤0.01%
284,388
+164,543
2387
$2.47M ﹤0.01%
24,599
-41
2388
$2.47M ﹤0.01%
141,111
+89,251
2389
$2.47M ﹤0.01%
100,070
+62,104
2390
$2.47M ﹤0.01%
51,239
+23,001
2391
$2.46M ﹤0.01%
26,161
-7,819
2392
$2.46M ﹤0.01%
75,140
+25,179
2393
$2.46M ﹤0.01%
225,529
+178,949
2394
$2.46M ﹤0.01%
254,605
-11,943
2395
$2.46M ﹤0.01%
9,394
-221
2396
$2.46M ﹤0.01%
207,972
+121,190
2397
$2.45M ﹤0.01%
68,111
-4,472
2398
$2.45M ﹤0.01%
246,614
-26,285
2399
$2.45M ﹤0.01%
68,649
-10,444
2400
$2.45M ﹤0.01%
95,099
+9,112
94 95
96
97 98