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
2601
$1.54M ﹤0.01%
69,873
-17,982
2602
$1.54M ﹤0.01%
109,835
+42,855
2603
$1.54M ﹤0.01%
143,675
-51
2604
$1.54M ﹤0.01%
45,362
-77,256
2605
$1.54M ﹤0.01%
85,658
-212,810
2606
$1.54M ﹤0.01%
142,840
-48,934
2607
$1.54M ﹤0.01%
158,991
-1,649
2608
$1.54M ﹤0.01%
71,402
-31,172
2609
$1.53M ﹤0.01%
103,770
+20,517
2610
$1.53M ﹤0.01%
43,526
+9,945
2611
$1.53M ﹤0.01%
73,567
-491,945
2612
$1.53M ﹤0.01%
55,659
+8,453
2613
$1.53M ﹤0.01%
12,664
+1,480
2614
$1.53M ﹤0.01%
38,108
+31,066
2615
$1.52M ﹤0.01%
40,402
+12,841
2616
$1.52M ﹤0.01%
129,131
+1,684
2617
$1.51M ﹤0.01%
14,451
-7,516
2618
$1.51M ﹤0.01%
60,590
+42,693
2619
$1.51M ﹤0.01%
52,033
+1,503
2620
$1.51M ﹤0.01%
35,898
+1,889
2621
$1.51M ﹤0.01%
137,729
-3,058
2622
$1.51M ﹤0.01%
66,813
+428
2623
$1.51M ﹤0.01%
74,000
+14,454
2624
$1.51M ﹤0.01%
41,865
-7,813
2625
$1.51M ﹤0.01%
122,825
+20,167
103 104
105
106 107