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
451
$62.5M 0.03%
1,195,383
-21,822
452
$61.7M 0.03%
2,348,882
+2,127,142
453
$61.6M 0.03%
429,084
+118,482
454
$61.4M 0.03%
1,580,668
-121,468
455
$61.4M 0.03%
178,215
-5,074
456
$61.4M 0.03%
2,296,131
-63,983
457
$61M 0.03%
1,427,732
+3,625
458
$60.9M 0.03%
1,517,493
-5,455
459
$60.7M 0.03%
4,897,222
+421,741
460
$60.6M 0.03%
2,168,414
+1,498,028
461
$60.6M 0.03%
642,134
-217,450
462
$60.4M 0.03%
2,293,658
+1,369,820
463
$60.4M 0.02%
487,098
+68,259
464
$60.1M 0.02%
801,755
+354,170
465
$59.9M 0.02%
3,276,291
-168,026
466
$59.6M 0.02%
1,070,539
-41,269
467
$59.6M 0.02%
508,759
+147,903
468
$59.5M 0.02%
1,380,608
+369,203
469
$59.4M 0.02%
1,129,386
-93,193
470
$59M 0.02%
1,455,192
+78,896
471
$58.9M 0.02%
2,334,984
+1,862,687
472
$58.7M 0.02%
918,558
+29,896
473
$58.6M 0.02%
282,909
+69,247
474
$58.6M 0.02%
3,817,899
+474,042
475
$58.4M 0.02%
216,451
+29,044
17 18
19
20 21