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
2876
$1.06M ﹤0.01%
41,132
-41,481
2877
$1.06M ﹤0.01%
21,996
+5,834
2878
$1.05M ﹤0.01%
12,166
-6,854
2879
$1.05M ﹤0.01%
32,455
+15,823
2880
$1.05M ﹤0.01%
29,194
-352
2881
$1.05M ﹤0.01%
47,167
-9,015
2882
$1.05M ﹤0.01%
12,976
+7,513
2883
$1.05M ﹤0.01%
82,972
+22,147
2884
$1.04M ﹤0.01%
23,314
-19,123
2885
$1.04M ﹤0.01%
127,969
+157
2886
$1.04M ﹤0.01%
39,307
+6,862
2887
$1.04M ﹤0.01%
34,836
-14,884
2888
$1.04M ﹤0.01%
70,686
-9,837
2889
$1.04M ﹤0.01%
9,718
-37,753
2890
$1.04M ﹤0.01%
15,421
-9,377
2891
$1.03M ﹤0.01%
22,748
+3,895
2892
$1.03M ﹤0.01%
36,203
-16,971
2893
$1.03M ﹤0.01%
29,720
-12,518
2894
$1.03M ﹤0.01%
25,707
-3,796
2895
$1.03M ﹤0.01%
333,664
+222,338
2896
$1.03M ﹤0.01%
+32,268
2897
$1.03M ﹤0.01%
64,399
+4,561
2898
$1.03M ﹤0.01%
148,199
+28,892
2899
$1.03M ﹤0.01%
10,825
-6,876
2900
$1.02M ﹤0.01%
44,602
-27,951
114 115
116
117 118