UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
101
$500M 0.21%
6,208,050
+420,356
102
$500M 0.21%
11,464,855
-527,233
103
$481M 0.2%
3,562,714
+750,404
104
$480M 0.2%
21,388,376
-8,347,692
105
$476M 0.2%
6,247,270
+159,232
106
$470M 0.19%
10,606,061
-945,286
107
$468M 0.19%
18,063,690
+300,375
108
$460M 0.19%
2,680,775
+984,188
109
$459M 0.19%
2,415,409
+204,043
110
$457M 0.19%
4,187,190
-296,190
111
$456M 0.19%
4,081,193
+854,906
112
$454M 0.19%
4,809,717
+2,514,971
113
$449M 0.19%
3,461,306
+187,275
114
$443M 0.18%
7,719,629
+876,839
115
$442M 0.18%
14,714,220
+1,167,560
116
$437M 0.18%
13,781,737
-2,787,581
117
$436M 0.18%
4,198,276
+1,165,536
118
$435M 0.18%
4,028,488
+223,723
119
$425M 0.18%
4,634,062
+1,057,970
120
$410M 0.17%
5,464,057
+1,814,455
121
$406M 0.17%
1,174,398
+103,671
122
$404M 0.17%
5,032,270
+100,346
123
$399M 0.16%
2,411,219
+798,481
124
$399M 0.16%
8,256,630
+2,986,306
125
$394M 0.16%
7,419,930
+208,750
3 4
5
6 7