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
2501
$1.76M ﹤0.01%
39,425
+24,031
2502
$1.76M ﹤0.01%
112,170
+31,419
2503
$1.76M ﹤0.01%
21,780
-17,599
2504
$1.76M ﹤0.01%
109,635
-286,043
2505
$1.75M ﹤0.01%
15,454
-3,621
2506
$1.75M ﹤0.01%
43,634
-11,092
2507
$1.75M ﹤0.01%
376,721
+98,766
2508
$1.75M ﹤0.01%
95,616
+24,962
2509
$1.74M ﹤0.01%
144,663
+34,213
2510
$1.74M ﹤0.01%
69,430
-52,224
2511
$1.74M ﹤0.01%
40,286
-9,778
2512
$1.74M ﹤0.01%
38,534
-18,446
2513
$1.74M ﹤0.01%
9,547
-13,829
2514
$1.74M ﹤0.01%
70,926
+34,950
2515
$1.73M ﹤0.01%
93,770
-173,328
2516
$1.73M ﹤0.01%
11,222
-1,482
2517
$1.73M ﹤0.01%
59,278
-11,284
2518
$1.73M ﹤0.01%
97,830
-108,223
2519
$1.73M ﹤0.01%
46,011
-150,294
2520
$1.72M ﹤0.01%
3,974
+742
2521
$1.72M ﹤0.01%
38,223
-12,023
2522
$1.72M ﹤0.01%
69,078
+2,031
2523
$1.72M ﹤0.01%
10,817
-7,924
2524
$1.72M ﹤0.01%
229,554
-20,899
2525
$1.72M ﹤0.01%
85,069
-8,018
99 100
101
102 103