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
751
$29.1M 0.01%
1,051,206
+387,663
752
$28.9M 0.01%
1,499,016
-165,603
753
$28.9M 0.01%
1,106,670
-32,464
754
$28.8M 0.01%
662,997
-27,143
755
$28.7M 0.01%
676,058
+469,040
756
$28.7M 0.01%
608,586
-11,270
757
$28.6M 0.01%
812,083
+55,640
758
$28.6M 0.01%
463,097
+27,788
759
$28.5M 0.01%
1,503,734
+1,465,814
760
$28.4M 0.01%
1,135,862
+434,180
761
$28.4M 0.01%
1,144,065
+18,736
762
$28.4M 0.01%
707,462
-102,572
763
$28.3M 0.01%
824,310
+41,598
764
$28.3M 0.01%
605,740
+126,482
765
$28.2M 0.01%
97,630
+36,232
766
$28.2M 0.01%
1,192,345
+32,437
767
$28.2M 0.01%
214,303
+23,541
768
$28.2M 0.01%
327,834
+26,733
769
$28.2M 0.01%
683,270
-32,130
770
$28M 0.01%
433,826
-70,771
771
$27.9M 0.01%
1,230,280
-246,146
772
$27.8M 0.01%
545,244
-314,596
773
$27.8M 0.01%
327,638
+32,994
774
$27.8M 0.01%
640,195
+144,347
775
$27.5M 0.01%
1,941,718
-200,937
29 30
31
32 33