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
3501
$378K ﹤0.01%
2,378
-5,139
3502
$377K ﹤0.01%
15,813
+1,979
3503
$377K ﹤0.01%
22,536
-55,838
3504
$376K ﹤0.01%
142,049
+71,449
3505
$375K ﹤0.01%
7,235
-5,364
3506
$375K ﹤0.01%
23,810
-35,344
3507
$374K ﹤0.01%
10,290
-3,506
3508
$373K ﹤0.01%
2,891
+1,251
3509
$373K ﹤0.01%
16,795
-38,859
3510
$373K ﹤0.01%
5,179
-573
3511
$371K ﹤0.01%
70,625
-12,214
3512
$371K ﹤0.01%
34,610
-5,310
3513
$370K ﹤0.01%
13,580
-29,750
3514
$370K ﹤0.01%
30,858
+4,495
3515
$369K ﹤0.01%
4,041
-5,453
3516
$368K ﹤0.01%
69,302
-330
3517
$368K ﹤0.01%
36,603
-6,515
3518
$368K ﹤0.01%
66,804
+2,312
3519
$367K ﹤0.01%
16,233
-3,251
3520
$366K ﹤0.01%
17,973
+13
3521
$366K ﹤0.01%
12,038
-5,770
3522
$365K ﹤0.01%
54,669
-78,866
3523
$364K ﹤0.01%
3,093
+1,583
3524
$364K ﹤0.01%
9,790
+1,580
3525
$364K ﹤0.01%
22,830
+10,332
139 140
141
142 143