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
6876
– –
-260
6877
$0 ﹤0.01%
26,849
+3,411
6878
– –
-2,113
6879
– –
-600
6880
– –
-2,217
6881
– –
-5,967
6882
– –
-1,015
6883
– –
-100
6884
– –
-2,819
6885
$0 ﹤0.01%
1,997
-75
6886
– –
-9,891
6887
– –
-656
6888
$0 ﹤0.01%
1,203
6889
$0 ﹤0.01%
200
6890
$0 ﹤0.01%
262
6891
– –
-31
6892
$0 ﹤0.01%
+1
6893
– –
-25
6894
$0 ﹤0.01%
500
6895
– –
-13,971
6896
– –
-2,350
6897
– –
-1,833
6898
– –
-70
6899
– –
-693
6900
– –
-2,835
274 275
276
277 278