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
376
$80.3M 0.03%
4,029,744
+230,257
377
$80.3M 0.03%
982,461
+135,732
378
$80.2M 0.03%
265,387
+55,962
379
$79.8M 0.03%
1,473,018
+21,033
380
$79M 0.03%
1,070,720
+81,504
381
$78.8M 0.03%
937,908
+36,853
382
$77.9M 0.03%
1,927,840
-197,040
383
$77.8M 0.03%
3,805,677
+25,199
384
$77.8M 0.03%
2,356,878
+934,365
385
$77.5M 0.03%
762,153
-165,638
386
$77M 0.03%
312,215
-38,830
387
$76.5M 0.03%
719,685
-11,087
388
$76.4M 0.03%
1,576,131
-74,065
389
$76.4M 0.03%
2,446,522
-506,363
390
$76.3M 0.03%
706,963
+157,674
391
$75.8M 0.03%
6,262,907
-118,074,025
392
$75.3M 0.03%
1,859,118
-735,300
393
$73.1M 0.03%
6,483,096
+1,700,280
394
$73M 0.03%
1,226,939
+176,859
395
$72.9M 0.03%
1,490,655
+131,773
396
$72.8M 0.03%
509,296
+119,928
397
$72.5M 0.03%
720,421
+57,038
398
$72.5M 0.03%
5,239,988
+45,640
399
$72M 0.03%
1,600,626
+1,178,980
400
$71.6M 0.03%
1,306,214
-56,099
14 15
16
17 18