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
3201
$635K ﹤0.01%
18,759
-31,146
3202
$635K ﹤0.01%
7,200
-3,934
3203
$632K ﹤0.01%
40,895
+357
3204
$631K ﹤0.01%
9,618
+27
3205
$629K ﹤0.01%
25,337
-319,704
3206
$628K ﹤0.01%
25,428
+18,696
3207
$628K ﹤0.01%
24,262
-18,645
3208
$628K ﹤0.01%
16,488
+9,264
3209
$626K ﹤0.01%
26,856
+1,707
3210
$625K ﹤0.01%
47,955
+2,501
3211
$622K ﹤0.01%
19,309
-5,881
3212
$622K ﹤0.01%
10,003
+104
3213
$621K ﹤0.01%
30,230
-21,459
3214
$621K ﹤0.01%
12,774
-789
3215
$620K ﹤0.01%
9,477
-13,899
3216
$619K ﹤0.01%
121,510
+78,933
3217
$619K ﹤0.01%
77,423
+2,889
3218
$618K ﹤0.01%
30,340
+20,301
3219
$618K ﹤0.01%
58,537
+1,369
3220
$617K ﹤0.01%
26,441
+8,992
3221
$617K ﹤0.01%
10,430
+1,203
3222
$616K ﹤0.01%
131
+7
3223
$615K ﹤0.01%
18,512
-171,649
3224
$614K ﹤0.01%
30,297
+5,743
3225
$612K ﹤0.01%
56,896
-19,283
127 128
129
130 131