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
551
$47.5M 0.02%
46,391
+549
552
$47.3M 0.02%
1,027,092
+123,006
553
$47.1M 0.02%
3,931,942
-17,520
554
$47.1M 0.02%
938,229
-178,344
555
$47.1M 0.02%
505,760
-77,331
556
$47M 0.02%
370,366
+84,183
557
$46.9M 0.02%
1,896,135
+407,913
558
$46.7M 0.02%
1,017,491
+144,816
559
$46.5M 0.02%
347,781
+231,691
560
$46.3M 0.02%
1,130,274
-43,000
561
$46.3M 0.02%
2,720,987
+166,267
562
$46.2M 0.02%
1,191,110
+21,910
563
$46.2M 0.02%
639,795
-4,369,104
564
$46.1M 0.02%
281,555
-46,698
565
$46.1M 0.02%
2,780,320
-117,298
566
$46.1M 0.02%
5,116,744
+2,191,668
567
$46M 0.02%
250,294
-23,776
568
$45.8M 0.02%
327,258
-58,293
569
$45.8M 0.02%
787,159
+328,686
570
$45.6M 0.02%
601,286
+122,758
571
$45.6M 0.02%
455,343
+106,780
572
$45.6M 0.02%
790,727
+29,214
573
$45.4M 0.02%
1,680,606
+7,421
574
$45.3M 0.02%
459,438
+456,287
575
$45.3M 0.02%
771,238
+106,510
21 22
23
24 25