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
1051
$16M 0.01%
112,570
+16,443
1052
$15.9M 0.01%
330,231
+19,414
1053
$15.9M 0.01%
191,882
+74,581
1054
$15.9M 0.01%
187,866
+38,051
1055
$15.8M 0.01%
2,022,434
+1,212,387
1056
$15.8M 0.01%
64,383
+18,850
1057
$15.8M 0.01%
224,056
+6,459
1058
$15.8M 0.01%
1,874,065
+131,510
1059
$15.8M 0.01%
533,191
-286,314
1060
$15.8M 0.01%
1,040,444
-111,700
1061
$15.8M 0.01%
175,623
+43,542
1062
$15.8M 0.01%
320,290
+99,740
1063
$15.8M 0.01%
1,308,710
+97,658
1064
$15.7M 0.01%
93,059
+6,743
1065
$15.7M 0.01%
1,832,867
-118,404
1066
$15.6M 0.01%
180,980
+44,177
1067
$15.6M 0.01%
37,589
-13,417
1068
$15.6M 0.01%
1,695,062
+385,489
1069
$15.5M 0.01%
458,502
-327,827
1070
$15.5M 0.01%
1,510,714
+1,078,035
1071
$15.5M 0.01%
846,270
+1,944
1072
$15.4M 0.01%
310,463
+268,050
1073
$15.4M 0.01%
+753,726
1074
$15.3M 0.01%
327,620
+46,016
1075
$15.3M 0.01%
362,600
-173,022
41 42
43
44 45