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
4251
$103K ﹤0.01%
3,066
-731
4252
$103K ﹤0.01%
5,848
-65,334
4253
$103K ﹤0.01%
2,999
-5,568
4254
$103K ﹤0.01%
9,210
+8,442
4255
$103K ﹤0.01%
936
+325
4256
$102K ﹤0.01%
1,807
-112,971
4257
$102K ﹤0.01%
2,750
-1,573
4258
$102K ﹤0.01%
2,488
+488
4259
$102K ﹤0.01%
6,482
+4,774
4260
$102K ﹤0.01%
2,757
-17,825
4261
$102K ﹤0.01%
1,967
+342
4262
$102K ﹤0.01%
3,717
-10,855
4263
$101K ﹤0.01%
4,357
-9,043
4264
$101K ﹤0.01%
7,506
-6,552
4265
$101K ﹤0.01%
18,666
+690
4266
$101K ﹤0.01%
2,545
+748
4267
$101K ﹤0.01%
18,000
+12,831
4268
$101K ﹤0.01%
4,539
+174
4269
$100K ﹤0.01%
3,169
-6,997
4270
$100K ﹤0.01%
2,578
-11,286
4271
$100K ﹤0.01%
11,760
-289
4272
$100K ﹤0.01%
5,215
-5,279
4273
$99K ﹤0.01%
5,998
+2,532
4274
$99K ﹤0.01%
4,088
-7,312
4275
$99K ﹤0.01%
32,279
-11,334
169 170
171
172 173