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
1901
$4.11M ﹤0.01%
89,457
-9,633
1902
$4.11M ﹤0.01%
293,008
-77,453
1903
$4.1M ﹤0.01%
82,032
-12,522
1904
$4.09M ﹤0.01%
683,539
-633,721
1905
$4.08M ﹤0.01%
233,682
-75,324
1906
$4.08M ﹤0.01%
63,206
+4,971
1907
$4.08M ﹤0.01%
127,739
+37,407
1908
$4.07M ﹤0.01%
102,209
+76,982
1909
$4.06M ﹤0.01%
64,192
-18,245
1910
$4.06M ﹤0.01%
672,111
-6,752,338
1911
$4.05M ﹤0.01%
229,987
-51,703
1912
$4.04M ﹤0.01%
400,536
+19,508
1913
$4.04M ﹤0.01%
111,336
-119,810
1914
$4.04M ﹤0.01%
122,128
-5,238
1915
$4.03M ﹤0.01%
15,411
+15,292
1916
$4.02M ﹤0.01%
114,311
-48,002
1917
$4.02M ﹤0.01%
206,485
-91,847
1918
$4.02M ﹤0.01%
183,821
+14,645
1919
$4.02M ﹤0.01%
65,328
-52,660
1920
$4M ﹤0.01%
196,994
-31,261
1921
$3.99M ﹤0.01%
22,958
-4,411
1922
$3.99M ﹤0.01%
79,802
-19,633
1923
$3.98M ﹤0.01%
82,923
+19,619
1924
$3.96M ﹤0.01%
102,786
+603
1925
$3.95M ﹤0.01%
308,070
+417
75 76
77
78 79