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
1801
$4.74M ﹤0.01%
82,152
-13,669
1802
$4.74M ﹤0.01%
125,717
-45,541
1803
$4.74M ﹤0.01%
330,614
-9,114
1804
$4.74M ﹤0.01%
142,917
+57
1805
$4.74M ﹤0.01%
484,202
-976,751
1806
$4.72M ﹤0.01%
788,529
-10,935
1807
$4.72M ﹤0.01%
314,229
+18,516
1808
$4.71M ﹤0.01%
220,318
-10,430
1809
$4.69M ﹤0.01%
86,003
-45,300
1810
$4.69M ﹤0.01%
142,856
-17,536
1811
$4.69M ﹤0.01%
72,223
-9,974
1812
$4.66M ﹤0.01%
85,775
+70,562
1813
$4.66M ﹤0.01%
47,950
-28,398
1814
$4.65M ﹤0.01%
47,112
-12,489
1815
$4.64M ﹤0.01%
390,076
-35,847
1816
$4.64M ﹤0.01%
191,141
-8,865
1817
$4.63M ﹤0.01%
36,446
+10,872
1818
$4.63M ﹤0.01%
269,409
+25,946
1819
$4.61M ﹤0.01%
166,088
-21,836
1820
$4.61M ﹤0.01%
340,308
+317,979
1821
$4.6M ﹤0.01%
486,252
-80,012
1822
$4.6M ﹤0.01%
363,478
+16,543
1823
$4.6M ﹤0.01%
106,127
+56,843
1824
$4.6M ﹤0.01%
93,794
-89,238
1825
$4.59M ﹤0.01%
143,005
-180,206
71 72
73
74 75