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
426
$66.3M 0.03%
2,334,358
+1,301,801
427
$66.2M 0.03%
1,038,889
+175,203
428
$66.1M 0.03%
200,354
+182,348
429
$66.1M 0.03%
2,184,032
+146,993
430
$65.9M 0.03%
1,816,159
-111,652
431
$65.5M 0.03%
1,295,205
-39,625
432
$65.4M 0.03%
414,044
-47,347
433
$65.3M 0.03%
4,397,948
+527,818
434
$65M 0.03%
814,156
-98,312
435
$64.7M 0.03%
855,869
+75,658
436
$64.4M 0.03%
803,203
+157,903
437
$64.3M 0.03%
1,184,283
-26,604
438
$64.1M 0.03%
2,326,207
+26,932
439
$64M 0.03%
1,703,276
+568,304
440
$63.9M 0.03%
1,369,923
+121,407
441
$63.8M 0.03%
140,791
+92,741
442
$63.7M 0.03%
783,876
+141,424
443
$63.6M 0.03%
1,708,698
+215,526
444
$63.5M 0.03%
1,395,694
+220,890
445
$63.5M 0.03%
842,764
-233,046
446
$63.5M 0.03%
817,759
+288,891
447
$62.9M 0.03%
994,312
-404,231
448
$62.9M 0.03%
2,541,887
-265,194
449
$62.7M 0.03%
666,274
+150,550
450
$62.7M 0.03%
390,675
-3,489
16 17
18
19 20