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
301
$111M 0.05%
3,043,221
+90,698
302
$111M 0.05%
430,212
-1,821
303
$111M 0.05%
560,741
+149,282
304
$111M 0.05%
14,667,498
+519,863
305
$110M 0.05%
2,143,634
-530,203
306
$109M 0.04%
2,093,234
-194,218
307
$108M 0.04%
937,762
-48,865
308
$108M 0.04%
717,355
+129,065
309
$108M 0.04%
1,966,656
+229,923
310
$107M 0.04%
3,028,286
-341,899
311
$104M 0.04%
3,725,485
-1,017,481
312
$104M 0.04%
868,278
-9,063
313
$104M 0.04%
1,433,191
+430,953
314
$104M 0.04%
3,542,959
-1,817,961
315
$104M 0.04%
553,968
+62,046
316
$103M 0.04%
1,346,018
+161,455
317
$102M 0.04%
1,835,043
+1,026,326
318
$102M 0.04%
811,665
+2,542
319
$102M 0.04%
635,884
+51,838
320
$101M 0.04%
666,332
+52,181
321
$101M 0.04%
3,145,234
-943,466
322
$100M 0.04%
8,972,341
+1,449,739
323
$100M 0.04%
873,480
+214,871
324
$99.3M 0.04%
798,513
-161,791
325
$98.5M 0.04%
2,135,651
+1,985,861
11 12
13
14 15