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
2026
$3.41M ﹤0.01%
39,018
-20,231
2027
$3.41M ﹤0.01%
30,024
+4,883
2028
$3.41M ﹤0.01%
62,036
-120,962
2029
$3.41M ﹤0.01%
106,357
+37,499
2030
$3.41M ﹤0.01%
149,950
+69,116
2031
$3.41M ﹤0.01%
484,630
+84,419
2032
$3.4M ﹤0.01%
281,086
+14,810
2033
$3.4M ﹤0.01%
56,055
+26,091
2034
$3.4M ﹤0.01%
25,083
-5,140
2035
$3.39M ﹤0.01%
92,981
-66,206
2036
$3.39M ﹤0.01%
62,742
-9,899
2037
$3.39M ﹤0.01%
360,986
-1,580,337
2038
$3.39M ﹤0.01%
211,736
+19,437
2039
$3.38M ﹤0.01%
100,976
+6,446
2040
$3.38M ﹤0.01%
249,223
+3,027
2041
$3.38M ﹤0.01%
111,713
+90,224
2042
$3.38M ﹤0.01%
22,953
-23,352
2043
$3.37M ﹤0.01%
147,724
-74,574
2044
$3.34M ﹤0.01%
36,749
+6,922
2045
$3.34M ﹤0.01%
102,526
+5,477
2046
$3.34M ﹤0.01%
257,616
+3,128
2047
$3.34M ﹤0.01%
129,942
-22,462
2048
$3.34M ﹤0.01%
71,963
+2,804
2049
$3.33M ﹤0.01%
34,351
+23,353
2050
$3.33M ﹤0.01%
116,228
-9,606
80 81
82
83 84