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
2626
$1.5M ﹤0.01%
121,788
+3,279
2627
$1.5M ﹤0.01%
78,830
+15,945
2628
$1.5M ﹤0.01%
122,634
+6,353
2629
$1.5M ﹤0.01%
51,844
+162
2630
$1.49M ﹤0.01%
28,547
+5,461
2631
$1.49M ﹤0.01%
46,595
+30,572
2632
$1.49M ﹤0.01%
77,539
+24,782
2633
$1.48M ﹤0.01%
51,467
-49,877
2634
$1.48M ﹤0.01%
62,745
-20,904
2635
$1.48M ﹤0.01%
1,057,544
+573,987
2636
$1.48M ﹤0.01%
81,803
+10,160
2637
$1.48M ﹤0.01%
102,265
-33,685
2638
$1.48M ﹤0.01%
259,991
-73,117
2639
$1.47M ﹤0.01%
280,276
-51,729
2640
$1.47M ﹤0.01%
114,598
-24,560
2641
$1.47M ﹤0.01%
1,779,909
+1,152,049
2642
$1.47M ﹤0.01%
7,989
+7,849
2643
$1.46M ﹤0.01%
45,533
-54,793
2644
$1.46M ﹤0.01%
251,470
+73,698
2645
$1.46M ﹤0.01%
68,247
+15,095
2646
$1.46M ﹤0.01%
93,065
+35,148
2647
$1.45M ﹤0.01%
145,541
+40,363
2648
$1.45M ﹤0.01%
41,898
+4,482
2649
$1.45M ﹤0.01%
12,661
-2,693
2650
$1.45M ﹤0.01%
63,648
+8,445
104 105
106
107 108