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
2526
$1.72M ﹤0.01%
19,932
+18,239
2527
$1.72M ﹤0.01%
59,540
-33,970
2528
$1.71M ﹤0.01%
42,497
+6,421
2529
$1.71M ﹤0.01%
82,444
+3,867
2530
$1.71M ﹤0.01%
257,656
-2,456,006
2531
$1.71M ﹤0.01%
50,379
-38,431
2532
$1.7M ﹤0.01%
11,477
+2,361
2533
$1.7M ﹤0.01%
39,099
-70,139
2534
$1.7M ﹤0.01%
54,494
-1,031
2535
$1.7M ﹤0.01%
50,037
-720
2536
$1.7M ﹤0.01%
172,918
-261,592
2537
$1.7M ﹤0.01%
15,185
-16,608
2538
$1.69M ﹤0.01%
26,319
-20,583
2539
$1.69M ﹤0.01%
506,467
+288,972
2540
$1.68M ﹤0.01%
56,369
+2,536
2541
$1.68M ﹤0.01%
44,583
-26,562
2542
$1.68M ﹤0.01%
125,550
+3,024
2543
$1.68M ﹤0.01%
55,517
-17,479
2544
$1.68M ﹤0.01%
129,188
+98,260
2545
$1.67M ﹤0.01%
162,491
-4,480
2546
$1.67M ﹤0.01%
170,685
+8,460
2547
$1.66M ﹤0.01%
34,762
-3,976
2548
$1.66M ﹤0.01%
121,837
+20,005
2549
$1.66M ﹤0.01%
29,525
-437,905
2550
$1.66M ﹤0.01%
21,452
+2,281
100 101
102
103 104