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
6851
– –
-297
6852
– –
-1,159
6853
– –
-4,802
6854
$0 ﹤0.01%
101,100
+1,100
6855
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-205
6856
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-847
6857
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-11,066
6858
– –
0
6859
$0 ﹤0.01%
20
-46
6860
$0 ﹤0.01%
3,578
+200
6861
$0 ﹤0.01%
89
-7,506
6862
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-2,556
6863
$0 ﹤0.01%
37
-3,311
6864
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-88
6865
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6866
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-693
6867
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-9,673
6868
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-2,753
6869
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-8,118
6870
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-10,557
6871
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-4,328
6872
$0 ﹤0.01%
7,622
6873
– –
-5,462
6874
$0 ﹤0.01%
+400
6875
– –
-112
273 274
275
276 277