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
2001
$3.52M ﹤0.01%
53,400
+13,358
2002
$3.52M ﹤0.01%
24,653
-8,096
2003
$3.52M ﹤0.01%
144,176
-83,424
2004
$3.52M ﹤0.01%
1,346,705
-3,420
2005
$3.5M ﹤0.01%
210,514
-13,978
2006
$3.49M ﹤0.01%
107,478
+7,558
2007
$3.49M ﹤0.01%
242,395
+10,782
2008
$3.48M ﹤0.01%
380,370
+82,320
2009
$3.48M ﹤0.01%
99,913
-22,231
2010
$3.48M ﹤0.01%
87,437
+8,100
2011
$3.48M ﹤0.01%
1,773,042
-37,436
2012
$3.47M ﹤0.01%
518,465
+196,356
2013
$3.47M ﹤0.01%
142,401
-34,909
2014
$3.46M ﹤0.01%
62,179
-15,701
2015
$3.46M ﹤0.01%
527,417
-6,621
2016
$3.46M ﹤0.01%
159,644
+142,368
2017
$3.45M ﹤0.01%
84,961
+23,207
2018
$3.45M ﹤0.01%
135,483
-34,265
2019
$3.44M ﹤0.01%
149,698
+91,390
2020
$3.44M ﹤0.01%
26,470
+5,416
2021
$3.44M ﹤0.01%
48,501
+10,782
2022
$3.44M ﹤0.01%
56,359
+3,144
2023
$3.43M ﹤0.01%
86,549
-47,137
2024
$3.42M ﹤0.01%
137,194
-37,261
2025
$3.42M ﹤0.01%
55,350
-12,635
79 80
81
82 83