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
2701
$1.34M ﹤0.01%
7,797
+6,824
2702
$1.34M ﹤0.01%
54,095
+2,362
2703
$1.34M ﹤0.01%
63,494
+27,253
2704
$1.33M ﹤0.01%
14,352
-10,277
2705
$1.33M ﹤0.01%
100,480
+1,415
2706
$1.32M ﹤0.01%
181,585
+36,330
2707
$1.32M ﹤0.01%
63,670
+3,649
2708
$1.32M ﹤0.01%
50,876
+2,187
2709
$1.32M ﹤0.01%
27,472
-46,530
2710
$1.32M ﹤0.01%
18,584
+1,307
2711
$1.32M ﹤0.01%
37,500
-51,906
2712
$1.32M ﹤0.01%
256,206
-1,592
2713
$1.32M ﹤0.01%
81,883
-120,852
2714
$1.32M ﹤0.01%
37,973
-75,448
2715
$1.32M ﹤0.01%
61,212
+56,330
2716
$1.31M ﹤0.01%
20,297
-10,337
2717
$1.31M ﹤0.01%
29,084
-18,544
2718
$1.31M ﹤0.01%
49,995
-4,015
2719
$1.31M ﹤0.01%
53,925
+6,543
2720
$1.31M ﹤0.01%
25,616
-2,564
2721
$1.31M ﹤0.01%
1,855
-3,797
2722
$1.31M ﹤0.01%
58,312
+7,824
2723
$1.3M ﹤0.01%
53,749
-30,344
2724
$1.3M ﹤0.01%
92,312
-98,430
2725
$1.29M ﹤0.01%
78,169
-36,695
107 108
109
110 111