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
351
$86.9M 0.04%
1,858,306
+399,796
352
$86.7M 0.04%
512,786
+42,924
353
$86.2M 0.04%
1,878,845
-430,138
354
$85.6M 0.04%
2,290,452
-6,008
355
$84.7M 0.04%
2,607,172
+945,966
356
$84.5M 0.03%
2,754,044
-663,182
357
$84M 0.03%
914,691
+312,245
358
$84M 0.03%
1,722,183
+728,450
359
$83.6M 0.03%
490,204
+171,748
360
$83.6M 0.03%
5,337,138
+4,003,353
361
$83.2M 0.03%
1,065,627
-27,994
362
$82.9M 0.03%
1,925,922
+384,250
363
$82.9M 0.03%
4,903,268
+1,238,167
364
$82.8M 0.03%
350,299
+149,084
365
$82.5M 0.03%
1,881,018
-233,230
366
$82.4M 0.03%
1,339,068
-137,864
367
$82.4M 0.03%
3,554,202
+904,064
368
$82.2M 0.03%
1,987,152
-126,701
369
$81.9M 0.03%
1,564,129
+120,343
370
$81.8M 0.03%
4,497,978
+494,793
371
$81.4M 0.03%
4,141,872
+18,480
372
$81.3M 0.03%
2,489,758
+110,817
373
$81.1M 0.03%
2,043,897
+177,550
374
$80.9M 0.03%
9,307,777
+730,447
375
$80.5M 0.03%
1,116,463
+273,258
13 14
15
16 17