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
$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
1
$7.81B 2.64%
22,947,478
-1,901,845
2
$7.53B 2.54%
38,831,606
-1,041,683
3
$3.61B 1.22%
8,133,070
-1,491,776
4
$3.46B 1.17%
26,556,298
+2,473,151
5
$3.15B 1.06%
74,369,340
+6,187,770
6
$2.84B 0.96%
23,734,339
+1,504,473
7
$2.31B 0.78%
113,827,839
-188,590,954
8
$2.27B 0.77%
15,628,844
-349,224
9
$2B 0.68%
4,161,084
+727,018
10
$1.95B 0.66%
22,507,970
-1,191,790
11
$1.85B 0.62%
15,285,139
+957,508
12
$1.83B 0.62%
5,900,462
-372,547
13
$1.82B 0.62%
7,678,956
+327,192
14
$1.8B 0.61%
4,884,483
-293,009
15
$1.79B 0.6%
12,604,554
-505,813
16
$1.69B 0.57%
25,110,718
+880,467
17
$1.63B 0.55%
5,934,426
+121,987
18
$1.63B 0.55%
5,446,931
+365,307
19
$1.52B 0.51%
5,355,757
+5,107
20
$1.52B 0.51%
2,814,323
+198,121
21
$1.5B 0.51%
29,026,789
+2,305,672
22
$1.5B 0.51%
11,111,069
+213,830
23
$1.5B 0.51%
9,865,360
-551,903
24
$1.47B 0.5%
8,901,649
-1,904,571
25
$1.47B 0.5%
12,704,914
-120,031
1
2 3 4 5