UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
1
$6.73B 2.51%
28,064,013
+3,540,015
2
$5.71B 2.13%
43,924,608
+5,442,250
3
$3.69B 1.38%
9,654,813
-134,516
4
$2.31B 0.86%
17,240,500
+898,628
5
$2.26B 0.84%
121,007,704
-1,405,466
6
$2.2B 0.82%
24,883,874
+3,258,093
7
$2.19B 0.82%
12,414,376
+1,947,285
8
$2.06B 0.77%
24,508,466
+719,803
9
$1.99B 0.74%
6,313,104
+315,096
10
$1.85B 0.69%
13,153,365
+143,090
11
$1.75B 0.65%
10,808,807
+939,799
12
$1.75B 0.65%
3,294,593
+531,784
13
$1.72B 0.64%
11,360,796
+1,735,193
14
$1.63B 0.61%
6,104,130
+1,118,959
15
$1.54B 0.57%
7,392,537
+149,391
16
$1.43B 0.53%
7,964,979
+1,483,510
17
$1.42B 0.53%
5,390,336
+688,593
18
$1.41B 0.53%
12,684,843
+1,710,447
19
$1.4B 0.52%
22,732,601
+112,413
20
$1.33B 0.5%
27,942,201
+4,474,342
21
$1.32B 0.49%
20,824,413
+2,370,341
22
$1.28B 0.48%
14,440,975
+1,188,621
23
$1.27B 0.47%
22,647,040
+3,732,180
24
$1.24B 0.46%
5,794,024
-268,955
25
$1.21B 0.45%
5,948,891
-175,854
1
2 3 4 5