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
2851
$1.09M ﹤0.01%
21,172
-4,256
2852
$1.09M ﹤0.01%
86,055
+104
2853
$1.09M ﹤0.01%
176,974
-107,842
2854
$1.09M ﹤0.01%
265,501
-31,749
2855
$1.09M ﹤0.01%
98,837
+32,820
2856
$1.09M ﹤0.01%
41,816
-2,701
2857
$1.09M ﹤0.01%
24,016
-27,528
2858
$1.08M ﹤0.01%
41,495
-1,742
2859
$1.08M ﹤0.01%
46,498
-16,895
2860
$1.08M ﹤0.01%
42,368
-7,000
2861
$1.08M ﹤0.01%
157,701
+72,283
2862
$1.08M ﹤0.01%
48,459
+1,496
2863
$1.08M ﹤0.01%
86,397
-29,819
2864
$1.08M ﹤0.01%
54,731
-765
2865
$1.07M ﹤0.01%
80,976
+45,859
2866
$1.07M ﹤0.01%
127,583
+12,674
2867
$1.07M ﹤0.01%
50,029
-2,196
2868
$1.07M ﹤0.01%
44,580
-8,326
2869
$1.07M ﹤0.01%
125,032
-259,035
2870
$1.07M ﹤0.01%
20,057
+16,927
2871
$1.07M ﹤0.01%
24,021
-12,187
2872
$1.06M ﹤0.01%
11,004
-8,300
2873
$1.06M ﹤0.01%
34,930
-21,779
2874
$1.06M ﹤0.01%
28,965
+12,840
2875
$1.06M ﹤0.01%
37,036
-13,158
113 114
115
116 117