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
2776
$1.21M ﹤0.01%
6,614
-3,827
2777
$1.21M ﹤0.01%
90,032
+4,036
2778
$1.21M ﹤0.01%
57,246
-34,952
2779
$1.21M ﹤0.01%
35,126
-21,598
2780
$1.2M ﹤0.01%
39,961
+36,306
2781
$1.2M ﹤0.01%
19,361
-3,596
2782
$1.2M ﹤0.01%
9,578
+3,645
2783
$1.2M ﹤0.01%
251,144
-264,307
2784
$1.2M ﹤0.01%
35,297
+8,179
2785
$1.2M ﹤0.01%
184,313
+9,441
2786
$1.2M ﹤0.01%
37,329
+2,217
2787
$1.19M ﹤0.01%
17,888
+6
2788
$1.19M ﹤0.01%
17,204
-7,120
2789
$1.19M ﹤0.01%
278,600
+112,105
2790
$1.18M ﹤0.01%
32,892
-15,659
2791
$1.18M ﹤0.01%
34,494
+9,323
2792
$1.18M ﹤0.01%
82,230
-184,940
2793
$1.18M ﹤0.01%
25,678
+997
2794
$1.18M ﹤0.01%
77,551
+7,774
2795
$1.18M ﹤0.01%
27,304
+10,501
2796
$1.18M ﹤0.01%
148,931
+28,311
2797
$1.18M ﹤0.01%
62,076
+689
2798
$1.18M ﹤0.01%
24,213
-2,103
2799
$1.17M ﹤0.01%
122,996
+10,529
2800
$1.17M ﹤0.01%
39,362
-7,445
110 111
112
113 114