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
876
$22.5M 0.01%
351,706
+95,866
877
$22.5M 0.01%
1,721,089
+131,425
878
$22.5M 0.01%
224,081
+1,464
879
$22.4M 0.01%
675,885
-237,562
880
$22.4M 0.01%
189,027
+69,091
881
$22.3M 0.01%
1,272,432
+65,106
882
$22.2M 0.01%
374,132
+36,568
883
$22.2M 0.01%
1,379,224
-108,524
884
$22.2M 0.01%
728,128
-21,863
885
$22.1M 0.01%
897,479
+224,145
886
$22.1M 0.01%
432,478
+36,894
887
$22M 0.01%
1,309,565
+541,410
888
$21.9M 0.01%
528,192
-121,196
889
$21.8M 0.01%
648,274
-87,977
890
$21.8M 0.01%
556,884
+308,364
891
$21.8M 0.01%
199,442
+60,717
892
$21.8M 0.01%
1,564,825
-54,736
893
$21.8M 0.01%
455,088
+31,336
894
$21.7M 0.01%
624,897
+15,601
895
$21.7M 0.01%
1,364,874
+454,428
896
$21.7M 0.01%
1,623,129
-21,660
897
$21.6M 0.01%
217,516
+71,259
898
$21.6M 0.01%
161,438
+117,706
899
$21.5M 0.01%
2,758,382
-5,781,720
900
$21.4M 0.01%
247,574
-79,589
34 35
36
37 38