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
3676
$267K ﹤0.01%
6,310
-10,572
3677
$266K ﹤0.01%
11,168
+5,958
3678
$266K ﹤0.01%
35,140
+3,907
3679
$266K ﹤0.01%
6,859
-4,054
3680
$266K ﹤0.01%
7,377
-26,198
3681
$265K ﹤0.01%
3,443
+1,180
3682
$264K ﹤0.01%
16,866
+1,142
3683
$264K ﹤0.01%
+5,405
3684
$263K ﹤0.01%
9,278
+538
3685
$263K ﹤0.01%
5,892
-4,882
3686
$263K ﹤0.01%
12,996
-24,985
3687
$263K ﹤0.01%
18,073
-160,043
3688
$263K ﹤0.01%
18,960
-4,800
3689
$262K ﹤0.01%
19,885
-2,339
3690
$262K ﹤0.01%
30,859
+4,921
3691
$262K ﹤0.01%
3,616
+77
3692
$262K ﹤0.01%
32,712
+4,735
3693
$260K ﹤0.01%
7,019
+6,240
3694
$259K ﹤0.01%
9,671
+7,770
3695
$259K ﹤0.01%
+9,366
3696
$259K ﹤0.01%
7,670
-1,434
3697
$258K ﹤0.01%
218
+193
3698
$258K ﹤0.01%
3,888
-265
3699
$258K ﹤0.01%
1,595
-685
3700
$258K ﹤0.01%
86,598
-67,806
146 147
148
149 150