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
626
$39.9M 0.02%
954,046
-28,531
627
$39.7M 0.02%
273,524
+3,475
628
$39.4M 0.02%
296,777
+149,799
629
$39.4M 0.02%
2,750,118
-124,534
630
$39.4M 0.02%
2,502,649
-123,105
631
$39.2M 0.02%
1,299,319
-97,007
632
$39.2M 0.02%
690,835
-53,439
633
$39.1M 0.02%
609,113
+322,418
634
$39M 0.02%
1,522,688
+30,955
635
$38.9M 0.02%
580,690
-194,658
636
$38.9M 0.02%
1,078,443
-443,279
637
$38.9M 0.02%
333,604
+178,861
638
$38.6M 0.02%
773,579
-16,367
639
$38.3M 0.02%
1,352,832
+39,821
640
$38.3M 0.02%
657,948
-44,280
641
$38.2M 0.02%
813,709
+70,450
642
$38.2M 0.02%
820,408
+40,784
643
$38.1M 0.02%
1,761,882
+536,668
644
$38M 0.02%
806,999
+32,413
645
$38M 0.02%
768,414
+384,399
646
$38M 0.02%
764,064
+116,080
647
$37.8M 0.02%
976,482
+123,665
648
$37.8M 0.02%
646,827
+84,160
649
$37.8M 0.02%
1,347,011
+10,342
650
$37.7M 0.02%
415,908
+125,289
24 25
26
27 28