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
$201B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,562
New
Increased
Reduced
Closed

Top Buys

1
+$774M
2
+$733M
3
+$516M
4
JPM icon
JPMorgan Chase
JPM
+$396M
5
COST icon
Costco
COST
+$384M

Top Sells

1
+$1.59B
2
+$1.43B
3
+$664M
4
VT icon
Vanguard Total World Stock ETF
VT
+$457M
5
RTX icon
RTX Corp
RTX
+$430M

Sector Composition

1 Technology 11.62%
2 Financials 8.3%
3 Healthcare 7.46%
4 Consumer Discretionary 7.08%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$158M 0.07%
1,583,131
+163,206
227
$158M 0.07%
2,470,790
-21,598
228
$157M 0.07%
3,938,029
+1,908,238
229
$157M 0.06%
1,174,418
-54,680
230
$156M 0.06%
2,424,413
-291,687
231
$155M 0.06%
4,013,965
-99,274
232
$154M 0.06%
1,780,318
-1,098,785
233
$151M 0.06%
3,009,332
-365,845
234
$151M 0.06%
2,688,313
-894,623
235
$151M 0.06%
2,750,712
+200,708
236
$149M 0.06%
4,103,844
+108,222
237
$149M 0.06%
4,009,753
-10,579,427
238
$148M 0.06%
5,995,266
+209,807
239
$147M 0.06%
4,764,864
-237,120
240
$144M 0.06%
2,297,736
-121,852
241
$143M 0.06%
2,882,795
+2,592,916
242
$142M 0.06%
5,058,480
+1,559,847
243
$142M 0.06%
1,492,161
+297,791
244
$141M 0.06%
776,540
+507,338
245
$141M 0.06%
806,802
+213,316
246
$141M 0.06%
2,357,162
-1,653,702
247
$140M 0.06%
1,010,347
-81,070
248
$140M 0.06%
874,614
+113,194
249
$139M 0.06%
571,667
+143,213
250
$139M 0.06%
3,975,771
+249,637
8 9
10
11 12