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
2551
$1.66M ﹤0.01%
184,067
+6,003
2552
$1.66M ﹤0.01%
133,304
+34,874
2553
$1.66M ﹤0.01%
109,278
-11,149
2554
$1.65M ﹤0.01%
151,247
+135,182
2555
$1.65M ﹤0.01%
76,923
-1,131
2556
$1.65M ﹤0.01%
46,114
-48,826
2557
$1.65M ﹤0.01%
28,371
-53,182
2558
$1.64M ﹤0.01%
14,408
+1,574
2559
$1.64M ﹤0.01%
106,515
-45,030
2560
$1.63M ﹤0.01%
82,049
-11,121
2561
$1.63M ﹤0.01%
95,158
+79,981
2562
$1.63M ﹤0.01%
79,655
-111,172
2563
$1.63M ﹤0.01%
112,740
+10,630
2564
$1.62M ﹤0.01%
161,546
-1,378
2565
$1.62M ﹤0.01%
426,660
-43,860
2566
$1.62M ﹤0.01%
50,236
-405
2567
$1.62M ﹤0.01%
106,111
+15,596
2568
$1.62M ﹤0.01%
85,665
-7,953
2569
$1.61M ﹤0.01%
25,634
-3,276
2570
$1.61M ﹤0.01%
22,731
+4,861
2571
$1.61M ﹤0.01%
131,150
+891
2572
$1.61M ﹤0.01%
277,960
-58,804
2573
$1.61M ﹤0.01%
19,769
+8,382
2574
$1.61M ﹤0.01%
74,771
+3,427
2575
$1.6M ﹤0.01%
47,541
-32,458
101 102
103
104 105