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
2451
$2.67M ﹤0.01%
820,352
+111,483
2452
$2.67M ﹤0.01%
268,111
-66,062
2453
$2.66M ﹤0.01%
485,687
+436,184
2454
$2.66M ﹤0.01%
26,682
+2,616
2455
$2.65M ﹤0.01%
192,762
+80,502
2456
$2.65M ﹤0.01%
58,935
+10,046
2457
$2.64M ﹤0.01%
55,903
+3,845
2458
$2.64M ﹤0.01%
180,847
-3,371
2459
$2.64M ﹤0.01%
15,632
+1,454
2460
$2.63M ﹤0.01%
36,278
+14,578
2461
$2.63M ﹤0.01%
97,786
+32,684
2462
$2.63M ﹤0.01%
46,491
-8,621
2463
$2.63M ﹤0.01%
145,693
+86,525
2464
$2.63M ﹤0.01%
152,940
+68,182
2465
$2.62M ﹤0.01%
46,835
-2,319
2466
$2.62M ﹤0.01%
76,540
-48,250
2467
$2.62M ﹤0.01%
82,980
-7,668
2468
$2.61M ﹤0.01%
66,409
-11,274
2469
$2.61M ﹤0.01%
57,629
-5,723
2470
$2.61M ﹤0.01%
55,034
-2,349
2471
$2.61M ﹤0.01%
256,238
-36,046
2472
$2.6M ﹤0.01%
765,231
-64,981
2473
$2.6M ﹤0.01%
36,341
-6,153
2474
$2.6M ﹤0.01%
+100,000
2475
$2.6M ﹤0.01%
258,105
+18,583
97 98
99
100 101