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
826
$24.4M 0.01%
580,430
-2,374
827
$24.3M 0.01%
972,335
+522,141
828
$24.3M 0.01%
756,288
+14,672
829
$24.2M 0.01%
2,112,484
-467,285
830
$24.2M 0.01%
1,037,703
+211,644
831
$24.1M 0.01%
404,439
+80,774
832
$24.1M 0.01%
2,965,997
+2,842,398
833
$24.1M 0.01%
447,207
+91,445
834
$24M 0.01%
2,073,327
+1,055,587
835
$24M 0.01%
1,014,912
+409,216
836
$23.9M 0.01%
1,688,959
+170,348
837
$23.8M 0.01%
1,191,014
+14,380
838
$23.8M 0.01%
949,232
+944,232
839
$23.8M 0.01%
778,909
-47,439
840
$23.8M 0.01%
3,602,176
+716,520
841
$23.7M 0.01%
2,314,728
+164,959
842
$23.7M 0.01%
258,672
-60,921
843
$23.7M 0.01%
445,987
+96,593
844
$23.7M 0.01%
487,002
-60,955
845
$23.7M 0.01%
900,234
-510,001
846
$23.7M 0.01%
676,351
+325,468
847
$23.7M 0.01%
3,171,422
-951,580
848
$23.7M 0.01%
1,269,150
+60,150
849
$23.6M 0.01%
185,360
-17,357
850
$23.6M 0.01%
588,823
+26,526
32 33
34
35 36