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
2676
$1.4M ﹤0.01%
205,393
+13,550
2677
$1.4M ﹤0.01%
113,134
+29,249
2678
$1.39M ﹤0.01%
101,550
+22,571
2679
$1.39M ﹤0.01%
33,765
-10,044
2680
$1.39M ﹤0.01%
56,903
-148,476
2681
$1.39M ﹤0.01%
128,498
-14,556
2682
$1.38M ﹤0.01%
103,451
-13,300
2683
$1.38M ﹤0.01%
262,961
-355,976
2684
$1.38M ﹤0.01%
49,201
-221,581
2685
$1.38M ﹤0.01%
1,491
-63
2686
$1.38M ﹤0.01%
97,540
-10,952
2687
$1.37M ﹤0.01%
25,383
-43,287
2688
$1.37M ﹤0.01%
39,680
+1,420
2689
$1.37M ﹤0.01%
112,030
+580
2690
$1.37M ﹤0.01%
15,290
-8,058
2691
$1.37M ﹤0.01%
74,058
+54,634
2692
$1.37M ﹤0.01%
79,055
-10,648
2693
$1.37M ﹤0.01%
20,520
-3,095
2694
$1.36M ﹤0.01%
17,889
+3,998
2695
$1.36M ﹤0.01%
38,944
+698
2696
$1.36M ﹤0.01%
76,720
-3,534
2697
$1.36M ﹤0.01%
101,443
+59,886
2698
$1.36M ﹤0.01%
26,878
+24,791
2699
$1.34M ﹤0.01%
+136,417
2700
$1.34M ﹤0.01%
38,136
+26,673
106 107
108
109 110