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
2426
$2.75M ﹤0.01%
46,313
+15,685
2427
$2.75M ﹤0.01%
99,144
+72,091
2428
$2.74M ﹤0.01%
38,272
-5,840
2429
$2.73M ﹤0.01%
455,545
+383,354
2430
$2.73M ﹤0.01%
46,918
+14,295
2431
$2.73M ﹤0.01%
38,902
+6,633
2432
$2.72M ﹤0.01%
174,335
+408
2433
$2.72M ﹤0.01%
681,302
+248,508
2434
$2.72M ﹤0.01%
34,492
+3,289
2435
$2.72M ﹤0.01%
156,993
-8,644
2436
$2.72M ﹤0.01%
67,512
-4,884
2437
$2.71M ﹤0.01%
232,341
-11,713
2438
$2.71M ﹤0.01%
69,719
+66,790
2439
$2.71M ﹤0.01%
166,220
-2,993
2440
$2.71M ﹤0.01%
149,955
+27,999
2441
$2.7M ﹤0.01%
45,288
-45,246
2442
$2.7M ﹤0.01%
57,305
-1,601
2443
$2.7M ﹤0.01%
23,967
+8,857
2444
$2.7M ﹤0.01%
14,457
-8,900
2445
$2.7M ﹤0.01%
54,867
-9,417
2446
$2.69M ﹤0.01%
79,549
-137,722
2447
$2.68M ﹤0.01%
64,725
-4,935
2448
$2.68M ﹤0.01%
33,076
-5,327
2449
$2.68M ﹤0.01%
90,233
+18,068
2450
$2.68M ﹤0.01%
26,822
-119
96 97
98
99 100