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
151
$293M 0.12%
5,538,246
+914,238
152
$292M 0.12%
1,128,380
-240,411
153
$287M 0.12%
4,763,050
+512,054
154
$286M 0.12%
2,682,716
+512,863
155
$286M 0.12%
1,655,696
+53,157
156
$280M 0.12%
9,413,605
+3,860,993
157
$277M 0.11%
3,409,363
-861,757
158
$274M 0.11%
8,012,206
+561,821
159
$272M 0.11%
8,674,459
+7,430,802
160
$272M 0.11%
1,650,293
+15,179
161
$261M 0.11%
3,619,171
+217,037
162
$260M 0.11%
5,448,368
-299,069
163
$260M 0.11%
3,827,528
-17,390
164
$257M 0.11%
2,961,125
-3,125,965
165
$249M 0.1%
4,970,044
-680,614
166
$246M 0.1%
2,189,552
+173,660
167
$242M 0.1%
3,627,112
+799,852
168
$241M 0.1%
3,024,643
-134,998
169
$239M 0.1%
1,633,606
+715,209
170
$239M 0.1%
2,401,648
-225,055
171
$237M 0.1%
4,768,409
+664,621
172
$237M 0.1%
4,656,348
+183,967
173
$234M 0.1%
2,698,368
-72,822
174
$232M 0.1%
2,039,651
+34,566
175
$230M 0.09%
6,568,120
-4,502,633
5 6
7
8 9