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
6551
$2K ﹤0.01%
100
-2,231
6552
$2K ﹤0.01%
263
-1,413
6553
$2K ﹤0.01%
36
-98
6554
$2K ﹤0.01%
95
-5,530
6555
$2K ﹤0.01%
67
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6556
$2K ﹤0.01%
311
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6557
$2K ﹤0.01%
100
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6558
$2K ﹤0.01%
55
6559
$2K ﹤0.01%
2,389
+1,667
6560
$2K ﹤0.01%
1,728
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6561
$2K ﹤0.01%
224
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6562
$2K ﹤0.01%
86
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6563
$2K ﹤0.01%
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6564
$2K ﹤0.01%
16
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6565
$2K ﹤0.01%
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6566
$2K ﹤0.01%
104
6567
$2K ﹤0.01%
5
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6568
$2K ﹤0.01%
125
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6569
$2K ﹤0.01%
693
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6570
$2K ﹤0.01%
83
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6571
$2K ﹤0.01%
90
6572
$2K ﹤0.01%
+120
6573
$2K ﹤0.01%
+84
6574
$2K ﹤0.01%
143
-9,357
6575
$2K ﹤0.01%
10
261 262
263
264 265