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
1151
$13.8M 0.01%
146,687
+94,198
1152
$13.7M 0.01%
448,683
+303,377
1153
$13.7M 0.01%
97,462
-15,016
1154
$13.7M 0.01%
1,275,846
+578,798
1155
$13.6M 0.01%
959,759
+2,513
1156
$13.6M 0.01%
153,609
-21,253
1157
$13.6M 0.01%
603,851
+246,599
1158
$13.6M 0.01%
677,871
-107,624
1159
$13.6M 0.01%
342,250
-2,801
1160
$13.5M 0.01%
397,321
+60,675
1161
$13.5M 0.01%
162,891
+69,754
1162
$13.5M 0.01%
179,641
-74,166
1163
$13.5M 0.01%
302,307
-14,644
1164
$13.4M 0.01%
450,928
+209,836
1165
$13.4M 0.01%
91,222
-21,517
1166
$13.4M 0.01%
131,621
+41,620
1167
$13.4M 0.01%
313,497
+45,850
1168
$13.4M 0.01%
282,309
+11,978
1169
$13.3M 0.01%
258,184
+53,157
1170
$13.3M 0.01%
536,325
-424,901
1171
$13.3M 0.01%
969,132
+283,668
1172
$13.3M 0.01%
165,673
+49,453
1173
$13.3M 0.01%
663,560
+65,251
1174
$13.2M 0.01%
133,805
-21,601
1175
$13.2M 0.01%
188,172
-42,658
45 46
47
48 49