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
2476
$1.82M ﹤0.01%
27,258
-8,665
2477
$1.81M ﹤0.01%
126,009
+44,629
2478
$1.81M ﹤0.01%
36,338
-11,240
2479
$1.81M ﹤0.01%
111,997
+109,997
2480
$1.81M ﹤0.01%
93,623
+3,092
2481
$1.81M ﹤0.01%
34,238
-459
2482
$1.81M ﹤0.01%
3,481,361
+2,257,269
2483
$1.81M ﹤0.01%
4,436
+1,009
2484
$1.8M ﹤0.01%
56,730
+1,694
2485
$1.8M ﹤0.01%
23,594
-25,407
2486
$1.8M ﹤0.01%
27,287
+514
2487
$1.8M ﹤0.01%
113,588
+3,089
2488
$1.79M ﹤0.01%
48,259
+624
2489
$1.78M ﹤0.01%
137,923
-1,030
2490
$1.78M ﹤0.01%
3,083
-1,972
2491
$1.78M ﹤0.01%
61,289
-6,444
2492
$1.78M ﹤0.01%
58,827
-36,732
2493
$1.77M ﹤0.01%
182,444
-90,376
2494
$1.77M ﹤0.01%
53,658
-12,583
2495
$1.77M ﹤0.01%
31,747
-718
2496
$1.77M ﹤0.01%
255,544
-8,991
2497
$1.77M ﹤0.01%
33,857
+22,652
2498
$1.77M ﹤0.01%
131,695
+2,303
2499
$1.76M ﹤0.01%
85,315
+2,560
2500
$1.76M ﹤0.01%
70,227
+29,571
98 99
100
101 102