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
2576
$1.6M ﹤0.01%
62,306
-43,317
2577
$1.6M ﹤0.01%
112,972
+60,935
2578
$1.6M ﹤0.01%
25,864
-9,349
2579
$1.6M ﹤0.01%
55,141
-24,926
2580
$1.6M ﹤0.01%
114,781
+33,335
2581
$1.59M ﹤0.01%
39,666
-13,686
2582
$1.59M ﹤0.01%
48,902
+14,460
2583
$1.58M ﹤0.01%
25,404
+10,091
2584
$1.58M ﹤0.01%
1,035,500
-1,666
2585
$1.58M ﹤0.01%
50,765
-51,664
2586
$1.57M ﹤0.01%
1,015,469
+286,746
2587
$1.57M ﹤0.01%
42,637
+1,500
2588
$1.57M ﹤0.01%
31,020
+13,405
2589
$1.56M ﹤0.01%
54,730
-36,248
2590
$1.56M ﹤0.01%
59,827
-71,869
2591
$1.56M ﹤0.01%
292,092
-6,944,611
2592
$1.55M ﹤0.01%
207,168
-27,942
2593
$1.55M ﹤0.01%
132,479
-129,305
2594
$1.55M ﹤0.01%
64,122
+8,538
2595
$1.55M ﹤0.01%
29,217
-4,688
2596
$1.55M ﹤0.01%
46,058
-37,598
2597
$1.55M ﹤0.01%
25,041
+23,823
2598
$1.55M ﹤0.01%
20,470
-749
2599
$1.54M ﹤0.01%
55,825
+1,790
2600
$1.54M ﹤0.01%
117,233
-31,515
102 103
104
105 106