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
251
$136M 0.06%
2,954,736
+480,579
252
$135M 0.06%
708,418
+148,955
253
$135M 0.06%
1,549,201
-423,329
254
$134M 0.06%
1,406,532
+232,163
255
$134M 0.06%
2,609,558
+497,284
256
$134M 0.06%
7,953,635
+735,450
257
$133M 0.06%
928,800
+52,508
258
$133M 0.05%
2,568,768
-340,920
259
$132M 0.05%
1,647,354
+1,621,826
260
$132M 0.05%
1,190,262
+85,062
261
$130M 0.05%
714,175
-3,633,048
262
$129M 0.05%
1,237,402
+82,024
263
$128M 0.05%
3,584,209
+110,747
264
$128M 0.05%
767,477
+119,973
265
$128M 0.05%
4,243,027
-214,648
266
$127M 0.05%
2,667,683
+1,231,943
267
$127M 0.05%
1,358,353
-108,255
268
$126M 0.05%
1,568,386
+45,579
269
$126M 0.05%
1,022,614
-22,649
270
$126M 0.05%
2,641,208
-18,196
271
$125M 0.05%
7,195,644
+1,274,187
272
$125M 0.05%
696,740
-2,711
273
$125M 0.05%
3,359,320
+640,859
274
$124M 0.05%
1,799,411
+424,812
275
$124M 0.05%
1,148,156
-231,804
9 10
11
12 13