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
1301
$10.9M ﹤0.01%
215,529
+129,386
1302
$10.9M ﹤0.01%
137,295
-85,500
1303
$10.9M ﹤0.01%
531,962
+815
1304
$10.9M ﹤0.01%
26,807
+2,062
1305
$10.8M ﹤0.01%
777,929
+67,220
1306
$10.8M ﹤0.01%
149,183
-10,767
1307
$10.8M ﹤0.01%
206,400
+119,311
1308
$10.8M ﹤0.01%
305,077
+46,637
1309
$10.8M ﹤0.01%
217,141
-1,167
1310
$10.8M ﹤0.01%
290,400
+203,246
1311
$10.7M ﹤0.01%
117,932
+40,185
1312
$10.7M ﹤0.01%
125,342
+1,843
1313
$10.6M ﹤0.01%
221,019
+117,249
1314
$10.6M ﹤0.01%
425,505
-101,602
1315
$10.6M ﹤0.01%
152,653
+18,304
1316
$10.5M ﹤0.01%
589,219
+176,823
1317
$10.5M ﹤0.01%
150,648
+123,290
1318
$10.5M ﹤0.01%
354,121
-18,500
1319
$10.5M ﹤0.01%
163,776
+31,821
1320
$10.5M ﹤0.01%
89,348
-22,504
1321
$10.5M ﹤0.01%
214,997
-594
1322
$10.4M ﹤0.01%
323,264
+132,574
1323
$10.4M ﹤0.01%
72,613
+13,002
1324
$10.4M ﹤0.01%
41,873
+1,637
1325
$10.4M ﹤0.01%
240,428
+1,769
51 52
53
54 55