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
901
$21.4M 0.01%
324,912
-10,851
902
$21.4M 0.01%
4,424,118
+164,202
903
$21.4M 0.01%
827,533
+780,387
904
$21.3M 0.01%
2,697,023
+311,514
905
$21.2M 0.01%
854,004
+25,675
906
$21.2M 0.01%
101,148
-9,771
907
$21.1M 0.01%
1,284,643
+164,624
908
$21.1M 0.01%
595,781
-119,440
909
$21.1M 0.01%
316,204
+42,773
910
$21.1M 0.01%
463,919
+216,521
911
$21M 0.01%
435,473
-16,931
912
$21M 0.01%
935,015
-10,467
913
$20.9M 0.01%
1,041,466
+75,663
914
$20.9M 0.01%
268,135
+131,650
915
$20.9M 0.01%
254,675
+68,733
916
$20.9M 0.01%
1,612,983
-112,831
917
$20.8M 0.01%
302,522
+73,257
918
$20.7M 0.01%
542,428
+176,310
919
$20.6M 0.01%
186,562
-210,936
920
$20.6M 0.01%
1,398,299
+36,040
921
$20.5M 0.01%
1,588,723
-84,663
922
$20.5M 0.01%
1,062,650
+218,810
923
$20.5M 0.01%
130,391
+71,062
924
$20.4M 0.01%
737,477
+115,978
925
$20.4M 0.01%
1,462,429
+26,372
35 36
37
38 39