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
476
$58.3M 0.02%
914,368
+361,569
477
$58.1M 0.02%
1,766,266
+418,504
478
$58.1M 0.02%
1,202,180
-482,305
479
$57.9M 0.02%
3,673,357
+1,109,606
480
$57.7M 0.02%
864,148
+108,332
481
$57.3M 0.02%
1,330,465
-105,955
482
$57M 0.02%
3,182,910
+299,360
483
$56.5M 0.02%
3,141,236
-1,405,058
484
$56.3M 0.02%
1,126,689
+324,194
485
$56.1M 0.02%
852,428
-353,737
486
$56M 0.02%
665,660
+45,194
487
$55.9M 0.02%
1,019,596
-82,433
488
$55.8M 0.02%
610,017
+39,667
489
$55.8M 0.02%
786,801
-39,795
490
$55.6M 0.02%
351,862
+152,747
491
$55.6M 0.02%
359,333
+44,408
492
$55.5M 0.02%
1,048,521
+139,337
493
$55.5M 0.02%
725,934
+42,520
494
$55.5M 0.02%
686,726
+144,837
495
$55.4M 0.02%
477,878
+55,516
496
$55.3M 0.02%
710,917
+320,048
497
$54.9M 0.02%
1,051,837
-88,625
498
$54.7M 0.02%
1,274,873
-249,494
499
$54.4M 0.02%
1,877,904
-72,172
500
$54.3M 0.02%
1,468,634
+109,435
18 19
20
21 22