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
3001
$893K ﹤0.01%
48,109
-6,365
3002
$890K ﹤0.01%
3,654
+2,164
3003
$887K ﹤0.01%
556
-755
3004
$886K ﹤0.01%
25,934
-93,499
3005
$886K ﹤0.01%
90,232
+64,646
3006
$883K ﹤0.01%
17,769
-1,634
3007
$883K ﹤0.01%
38,307
+15,829
3008
$878K ﹤0.01%
51,802
+6,869
3009
$877K ﹤0.01%
23,865
-89,035
3010
$876K ﹤0.01%
26,377
-14,801
3011
$873K ﹤0.01%
42,726
+28,730
3012
$870K ﹤0.01%
36,158
+28,808
3013
$866K ﹤0.01%
17,632
+1,285
3014
$865K ﹤0.01%
89,584
+8,927
3015
$865K ﹤0.01%
11,851
+803
3016
$862K ﹤0.01%
117,449
-58,914
3017
$862K ﹤0.01%
23,951
-303
3018
$861K ﹤0.01%
140,929
+136,357
3019
$857K ﹤0.01%
22,661
-31,278
3020
$857K ﹤0.01%
11,388
-21,794
3021
$856K ﹤0.01%
30,160
-144
3022
$855K ﹤0.01%
61,724
-526
3023
$854K ﹤0.01%
43,087
+27,525
3024
$854K ﹤0.01%
15,103
-9,978
3025
$853K ﹤0.01%
70,950
+26,385
119 120
121
122 123