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
276
$123M 0.05%
626,855
-13,328
277
$123M 0.05%
2,495,430
-295,764
278
$121M 0.05%
2,825,678
-50,937
279
$120M 0.05%
1,385,121
+141,088
280
$120M 0.05%
1,135,047
-76,387
281
$120M 0.05%
2,891,199
+399,710
282
$120M 0.05%
932,670
-32,185
283
$119M 0.05%
2,260,070
-649,735
284
$119M 0.05%
1,398,175
+146,508
285
$118M 0.05%
2,218,370
+90,818
286
$117M 0.05%
3,994,426
+1,055,578
287
$117M 0.05%
1,126,314
+69,455
288
$117M 0.05%
406,880
+33,245
289
$117M 0.05%
2,101,166
-269,483
290
$116M 0.05%
2,729,686
+395,300
291
$115M 0.05%
1,602,299
+480,935
292
$114M 0.05%
663,787
+1,459
293
$114M 0.05%
1,270,280
-221,693
294
$114M 0.05%
13,002,298
+1,719,741
295
$114M 0.05%
434,705
+205,092
296
$114M 0.05%
1,273,392
+153,480
297
$113M 0.05%
1,445,512
+193,260
298
$113M 0.05%
1,467,029
+26,120
299
$112M 0.05%
5,880,565
+59,236
300
$112M 0.05%
1,634,450
+278,193
10 11
12
13 14