UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
26
$1.33B 0.55%
6,993,248
+1,009,073
27
$1.32B 0.55%
52,450,776
+20,432,091
28
$1.32B 0.55%
12,711,399
+3,445,289
29
$1.29B 0.53%
16,735,409
-446,146
30
$1.25B 0.52%
6,878,027
-328,671
31
$1.24B 0.51%
26,509,632
+2,311,739
32
$1.2B 0.5%
4,515,594
+226,362
33
$1.19B 0.49%
77,735,926
-5,054,885
34
$1.19B 0.49%
4,831,780
+461,524
35
$1.07B 0.44%
7,414,053
-263,895
36
$1.07B 0.44%
6,728,455
+590,741
37
$1.05B 0.43%
2,740,024
+185,114
38
$1.02B 0.42%
8,531,453
+1,610,684
39
$1B 0.41%
24,536,685
-2,781,777
40
$997M 0.41%
6,515,581
+421,405
41
$989M 0.41%
6,534,089
-373,560
42
$960M 0.4%
11,879,715
+2,310,440
43
$945M 0.39%
39,888,881
+6,017,388
44
$932M 0.38%
15,878,200
+1,039,980
45
$924M 0.38%
24,403,260
-1,195,960
46
$894M 0.37%
3,266,612
-76,006
47
$893M 0.37%
2,975,030
+354,903
48
$887M 0.37%
3,116,255
-201,589
49
$885M 0.37%
2,070,114
-36,273
50
$851M 0.35%
14,395,021
+3,905,552
1
2
3 4 5