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
326
$98.3M 0.04%
937,413
+50,631
327
$98.2M 0.04%
2,789,624
-312,349
328
$97.8M 0.04%
2,022,417
-559,037
329
$97.7M 0.04%
1,751,702
+80,430
330
$97.5M 0.04%
1,869,042
+72,423
331
$97.4M 0.04%
2,104,044
-1,482,300
332
$96.8M 0.04%
1,503,878
-64,502
333
$96.3M 0.04%
2,448,103
+243,859
334
$95.6M 0.04%
1,141,625
-175,908
335
$95.2M 0.04%
1,139,800
+166,209
336
$93.7M 0.04%
8,187,703
+7,418,686
337
$93.5M 0.04%
2,544,428
-457,139
338
$92.7M 0.04%
2,121,745
+696,630
339
$92.1M 0.04%
2,400,296
+440,812
340
$91.4M 0.04%
345,732
+41,457
341
$91.1M 0.04%
1,765,904
+132,126
342
$90.6M 0.04%
2,079,282
+498,569
343
$90M 0.04%
6,528,264
+6,428,956
344
$89.8M 0.04%
2,049,069
+234,262
345
$89.3M 0.04%
527,712
+57,132
346
$89M 0.04%
995,943
-68,502
347
$88.6M 0.04%
888,903
+358,381
348
$88.3M 0.04%
1,966,915
+158,250
349
$88.1M 0.04%
1,747,093
+459,108
350
$87.8M 0.04%
1,511,330
-232,000
12 13
14
15 16