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
601
$41.9M 0.02%
1,534,754
+335,088
602
$41.8M 0.02%
2,667,193
+533,021
603
$41.6M 0.02%
1,260,704
-337,632
604
$41.4M 0.02%
880,776
-83,556
605
$41.2M 0.02%
844,908
+65,713
606
$41.2M 0.02%
987,842
-109,537
607
$41.2M 0.02%
929,779
-28,898
608
$41.2M 0.02%
873,723
+4,763
609
$41M 0.02%
2,394,836
+154,496
610
$41M 0.02%
337,885
+68,053
611
$41M 0.02%
1,608,115
+775,817
612
$40.9M 0.02%
1,803,695
+59,655
613
$40.9M 0.02%
310,092
+231,601
614
$40.8M 0.02%
355,643
+78,157
615
$40.6M 0.02%
362,210
+154,325
616
$40.5M 0.02%
804,079
+453,456
617
$40.4M 0.02%
383,992
+54,301
618
$40.3M 0.02%
456,966
-181,784
619
$40.2M 0.02%
2,964,885
-52,265
620
$40.1M 0.02%
1,426,962
+569,468
621
$40.1M 0.02%
1,390,509
+37,926
622
$40M 0.02%
1,056,058
+87,253
623
$40M 0.02%
704,794
+603,534
624
$39.9M 0.02%
676,180
-274,196
625
$39.9M 0.02%
334,430
-137,566
23 24
25
26 27