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
2901
$1.02M ﹤0.01%
14,435
-1,050
2902
$1.02M ﹤0.01%
53,934
-6,336
2903
$1.02M ﹤0.01%
114,580
+23,607
2904
$1.02M ﹤0.01%
16,442
-4,957
2905
$1.02M ﹤0.01%
17,156
-21,112
2906
$1.02M ﹤0.01%
14,445
-10,210
2907
$1.02M ﹤0.01%
187,285
-2,449
2908
$1.02M ﹤0.01%
12,413
+8,108
2909
$1.02M ﹤0.01%
24,669
+6,744
2910
$1.02M ﹤0.01%
61,707
+2,401
2911
$1.02M ﹤0.01%
322
+260
2912
$1.01M ﹤0.01%
41,180
-5,398
2913
$1.01M ﹤0.01%
34,720
+31,664
2914
$1.01M ﹤0.01%
50,363
+36,503
2915
$1.01M ﹤0.01%
20,864
-1,551
2916
$1.01M ﹤0.01%
11,065
+5,609
2917
$1.01M ﹤0.01%
73,460
-1,833
2918
$1.01M ﹤0.01%
6,804
+9
2919
$1.01M ﹤0.01%
36,740
+14,441
2920
$1M ﹤0.01%
13,255
-37,169
2921
$1M ﹤0.01%
67,029
+33,200
2922
$1M ﹤0.01%
472
+41
2923
$1M ﹤0.01%
46,565
-76,408
2924
$1M ﹤0.01%
54,614
-224,405
2925
$1M ﹤0.01%
18,458
-132,632
115 116
117
118 119