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
2401
$2.81M ﹤0.01%
67,551
+21,681
2402
$2.81M ﹤0.01%
156,326
-27,902
2403
$2.81M ﹤0.01%
612,633
+37,684
2404
$2.81M ﹤0.01%
119,600
-30,959
2405
$2.8M ﹤0.01%
70,973
-19,436
2406
$2.8M ﹤0.01%
33,274
+23,574
2407
$2.8M ﹤0.01%
37,234
+11,385
2408
$2.8M ﹤0.01%
20,064
-729
2409
$2.8M ﹤0.01%
23,850
-4,407
2410
$2.8M ﹤0.01%
105,211
-392
2411
$2.8M ﹤0.01%
162,581
+77,843
2412
$2.8M ﹤0.01%
88,678
-3,346
2413
$2.79M ﹤0.01%
34,221
+5,985
2414
$2.79M ﹤0.01%
148,158
+107,781
2415
$2.78M ﹤0.01%
59,464
+15,212
2416
$2.78M ﹤0.01%
128,304
+308
2417
$2.78M ﹤0.01%
135,625
+48,557
2418
$2.77M ﹤0.01%
92,587
-11,972
2419
$2.77M ﹤0.01%
34,667
+17,019
2420
$2.77M ﹤0.01%
61,735
+3,884
2421
$2.77M ﹤0.01%
428,378
+57,906
2422
$2.77M ﹤0.01%
11,514
+402
2423
$2.76M ﹤0.01%
72,622
+7,418
2424
$2.76M ﹤0.01%
169,820
-181,264
2425
$2.75M ﹤0.01%
8,006
-707
95 96
97
98 99