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
576
$45.3M 0.02%
416,449
+2,734
577
$45.2M 0.02%
350,670
-94,078
578
$44.9M 0.02%
1,670,605
+465,926
579
$44.8M 0.02%
1,980,268
-214,058
580
$44.7M 0.02%
1,917,536
-516,957
581
$44.7M 0.02%
1,374,348
-464,470
582
$44.6M 0.02%
1,528,207
+81,790
583
$44.5M 0.02%
823,743
+236,894
584
$44.5M 0.02%
1,813,913
+695,505
585
$44.2M 0.02%
356,900
+108,936
586
$44M 0.02%
668,810
+221,981
587
$43.7M 0.02%
416,342
-405,353
588
$43.6M 0.02%
867,194
+748,089
589
$43.2M 0.02%
759,905
-15,966
590
$43.2M 0.02%
425,045
+214,185
591
$42.8M 0.02%
1,742,969
-8,520
592
$42.5M 0.02%
956,572
+278,888
593
$42.5M 0.02%
580,314
+6,261
594
$42.4M 0.02%
1,945,832
+171,732
595
$42.4M 0.02%
326,152
+3,180
596
$42.3M 0.02%
123,617
+32,034
597
$42.2M 0.02%
691,859
+52,605
598
$42.1M 0.02%
1,070,961
-46,884
599
$42.1M 0.02%
211,693
+98,247
600
$41.9M 0.02%
268,833
-45,552
22 23
24
25 26