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
2826
$1.13M ﹤0.01%
142,646
+41,619
2827
$1.13M ﹤0.01%
16,479
-3,842
2828
$1.13M ﹤0.01%
22,696
+2,644
2829
$1.13M ﹤0.01%
57,972
-923
2830
$1.12M ﹤0.01%
61,591
-10,470
2831
$1.12M ﹤0.01%
59,093
+23,234
2832
$1.12M ﹤0.01%
21,376
-1,215
2833
$1.12M ﹤0.01%
51,490
+9,589
2834
$1.12M ﹤0.01%
174,679
+157,345
2835
$1.11M ﹤0.01%
77,078
-1,656
2836
$1.11M ﹤0.01%
43,901
+42,313
2837
$1.11M ﹤0.01%
24,798
-60,009
2838
$1.11M ﹤0.01%
28,500
-98,990
2839
$1.11M ﹤0.01%
20,235
-46,193
2840
$1.11M ﹤0.01%
115,006
+32,088
2841
$1.11M ﹤0.01%
127,419
-1,093
2842
$1.1M ﹤0.01%
200,861
-15,415
2843
$1.1M ﹤0.01%
51,686
+7,915
2844
$1.1M ﹤0.01%
57,320
+4,104
2845
$1.1M ﹤0.01%
78,114
-53,522
2846
$1.1M ﹤0.01%
12,306
+4,508
2847
$1.1M ﹤0.01%
21,700
-19,926
2848
$1.1M ﹤0.01%
1,251
-1,279
2849
$1.1M ﹤0.01%
34,559
+3,591
2850
$1.1M ﹤0.01%
13,110
-51
112 113
114
115 116