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
2801
$1.17M ﹤0.01%
133,100
+24,515
2802
$1.17M ﹤0.01%
16,385
+4,101
2803
$1.17M ﹤0.01%
32,751
-4,338
2804
$1.17M ﹤0.01%
15,454
-7,040
2805
$1.16M ﹤0.01%
35,944
-1,857
2806
$1.16M ﹤0.01%
202,850
+57,428
2807
$1.16M ﹤0.01%
37,268
-9,507
2808
$1.16M ﹤0.01%
94,838
+32,373
2809
$1.16M ﹤0.01%
9,159
+4,163
2810
$1.16M ﹤0.01%
30,468
+3,342
2811
$1.16M ﹤0.01%
32,670
-53,370
2812
$1.16M ﹤0.01%
73,866
+15,907
2813
$1.15M ﹤0.01%
74,095
-1,682
2814
$1.15M ﹤0.01%
43,826
+12,642
2815
$1.15M ﹤0.01%
51,772
+3,746
2816
$1.15M ﹤0.01%
65,212
-6,541
2817
$1.14M ﹤0.01%
33,785
-2,241
2818
$1.14M ﹤0.01%
4,943
-2,206
2819
$1.14M ﹤0.01%
22,621
-1,810
2820
$1.14M ﹤0.01%
189,295
-8,544
2821
$1.14M ﹤0.01%
29,478
+7,505
2822
$1.14M ﹤0.01%
76,695
-16
2823
$1.13M ﹤0.01%
54,222
+22,637
2824
$1.13M ﹤0.01%
16,436
-141
2825
$1.13M ﹤0.01%
47,677
+1,246
111 112
113
114 115