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
2401
$2.44M ﹤0.01%
49,558
-212
2402
$2.43M ﹤0.01%
379,903
-9,139
2403
$2.43M ﹤0.01%
72,266
+51,550
2404
$2.42M ﹤0.01%
158,067
+48,292
2405
$2.42M ﹤0.01%
55,047
+1,245
2406
$2.42M ﹤0.01%
305,649
+260,697
2407
$2.42M ﹤0.01%
245,739
+202,128
2408
$2.42M ﹤0.01%
43,503
+3,777
2409
$2.42M ﹤0.01%
337,919
-7,893
2410
$2.42M ﹤0.01%
17,811
+4,866
2411
$2.42M ﹤0.01%
49,714
+34,335
2412
$2.41M ﹤0.01%
56,955
+19,349
2413
$2.41M ﹤0.01%
817,873
-782,429
2414
$2.4M ﹤0.01%
69,112
+26,744
2415
$2.4M ﹤0.01%
137,036
-1,264
2416
$2.39M ﹤0.01%
77,460
-19,360
2417
$2.39M ﹤0.01%
157,382
+57,665
2418
$2.39M ﹤0.01%
44,028
-4,069
2419
$2.38M ﹤0.01%
23,526
-869
2420
$2.38M ﹤0.01%
29,154
+28,152
2421
$2.38M ﹤0.01%
28,493
+20,629
2422
$2.38M ﹤0.01%
145,591
-370,598
2423
$2.38M ﹤0.01%
306,390
-26,340
2424
$2.38M ﹤0.01%
76,273
-99,161
2425
$2.38M ﹤0.01%
54,751
-26,247
95 96
97
98 99