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
501
$54.1M 0.02%
1,402,224
+234,954
502
$53.5M 0.02%
536,062
-37,346
503
$53.1M 0.02%
330,020
-123,180
504
$53M 0.02%
2,107,937
-77,106
505
$53M 0.02%
199,096
+72,243
506
$52.9M 0.02%
443,215
+164,735
507
$52.8M 0.02%
640,110
+300,729
508
$52.6M 0.02%
2,243,093
-478,255
509
$52.3M 0.02%
1,135,447
+156,658
510
$52.1M 0.02%
777,483
-31,827
511
$52M 0.02%
580,648
+55,843
512
$51.9M 0.02%
1,570,732
+395,529
513
$51.9M 0.02%
454,306
+82,482
514
$51.8M 0.02%
1,197,265
+295,350
515
$51.8M 0.02%
380,184
-108,126
516
$51.7M 0.02%
259,189
+205,278
517
$51.5M 0.02%
456,439
+32,909
518
$51.4M 0.02%
410,864
+205,751
519
$51.3M 0.02%
949,856
-80,116
520
$51M 0.02%
2,672,234
+733,653
521
$50.8M 0.02%
487,998
-10,469
522
$50.8M 0.02%
1,444,600
+326,122
523
$50.6M 0.02%
3,487,357
+249,148
524
$50.5M 0.02%
1,197,835
+192,740
525
$50.4M 0.02%
880,669
+743,082
19 20
21
22 23