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
2651
$1.45M ﹤0.01%
67,847
-2,901
2652
$1.45M ﹤0.01%
12,255
-2,054
2653
$1.45M ﹤0.01%
69,406
+42,906
2654
$1.45M ﹤0.01%
323,201
+301,620
2655
$1.44M ﹤0.01%
16,868
-22,235
2656
$1.44M ﹤0.01%
278,259
-1,622,140
2657
$1.44M ﹤0.01%
107,502
-7,287
2658
$1.43M ﹤0.01%
84,064
-62,382
2659
$1.43M ﹤0.01%
32,677
-2,069
2660
$1.43M ﹤0.01%
74,089
+214
2661
$1.43M ﹤0.01%
11,551
-27,071
2662
$1.43M ﹤0.01%
46,157
+5,447
2663
$1.43M ﹤0.01%
60,537
+17,548
2664
$1.43M ﹤0.01%
66,272
+28,405
2665
$1.42M ﹤0.01%
34,234
-16,031
2666
$1.42M ﹤0.01%
28,343
+4,761
2667
$1.42M ﹤0.01%
30,616
+10,129
2668
$1.42M ﹤0.01%
33,879
-7,944
2669
$1.42M ﹤0.01%
113,345
+110,211
2670
$1.42M ﹤0.01%
80,604
+2,158
2671
$1.41M ﹤0.01%
39,424
-119,971
2672
$1.4M ﹤0.01%
24,503
+132
2673
$1.4M ﹤0.01%
25,758
+274
2674
$1.4M ﹤0.01%
21,705
+16,773
2675
$1.4M ﹤0.01%
117,232
-30,193
105 106
107
108 109