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
2101
$3.08M ﹤0.01%
473,056
+302,827
2102
$3.07M ﹤0.01%
73,761
-4,725
2103
$3.06M ﹤0.01%
176,193
-17,849
2104
$3.06M ﹤0.01%
61,393
+15,970
2105
$3.05M ﹤0.01%
95,707
-185
2106
$3.05M ﹤0.01%
113,365
-52,308
2107
$3.03M ﹤0.01%
254,140
-143,605
2108
$3.02M ﹤0.01%
256,393
+25,807
2109
$3.01M ﹤0.01%
132,154
+8,893
2110
$3.01M ﹤0.01%
38,698
-14,805
2111
$3M ﹤0.01%
149,916
-31,966
2112
$2.99M ﹤0.01%
109,292
+43,789
2113
$2.99M ﹤0.01%
257,688
+20,293
2114
$2.99M ﹤0.01%
132,173
+7,964
2115
$2.99M ﹤0.01%
39,311
-8,950
2116
$2.99M ﹤0.01%
378,296
-57,037
2117
$2.98M ﹤0.01%
67,947
-1,347
2118
$2.98M ﹤0.01%
26,884
+18,991
2119
$2.98M ﹤0.01%
131,815
+18,675
2120
$2.97M ﹤0.01%
106,580
-7,206
2121
$2.97M ﹤0.01%
23,369
-2,949
2122
$2.97M ﹤0.01%
56,150
+10,923
2123
$2.96M ﹤0.01%
35,333
-7,618
2124
$2.96M ﹤0.01%
190,579
+74,781
2125
$2.96M ﹤0.01%
481,039
+17,338
83 84
85
86 87