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
2426
$2.38M ﹤0.01%
450,855
-11,635
2427
$2.37M ﹤0.01%
122,787
+11,262
2428
$2.37M ﹤0.01%
88,443
-72,742
2429
$2.37M ﹤0.01%
19,444
+5,403
2430
$2.37M ﹤0.01%
31,757
+19,392
2431
$2.36M ﹤0.01%
40,922
+16,769
2432
$2.36M ﹤0.01%
49,179
-114,060
2433
$2.35M ﹤0.01%
78,191
+35,501
2434
$2.35M ﹤0.01%
34,653
-23,572
2435
$2.35M ﹤0.01%
160,331
+6,374
2436
$2.34M ﹤0.01%
67,377
+2,801
2437
$2.34M ﹤0.01%
189,241
-314,360
2438
$2.34M ﹤0.01%
509,842
+161,991
2439
$2.34M ﹤0.01%
18,233
+10,555
2440
$2.34M ﹤0.01%
49,310
+6,009
2441
$2.33M ﹤0.01%
90,849
+84,056
2442
$2.33M ﹤0.01%
24,123
+13,193
2443
$2.33M ﹤0.01%
27,792
+1,081
2444
$2.32M ﹤0.01%
21,981
+2,408
2445
$2.32M ﹤0.01%
344,316
+287,775
2446
$2.32M ﹤0.01%
29,547
+2,391
2447
$2.32M ﹤0.01%
95,512
+2,593
2448
$2.32M ﹤0.01%
218,744
+15,450
2449
$2.31M ﹤0.01%
127,972
+109,936
2450
$2.31M ﹤0.01%
29,236
+22,470
96 97
98
99 100