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
2126
$2.96M ﹤0.01%
193,845
-9,797
2127
$2.96M ﹤0.01%
35,922
+2,277
2128
$2.94M ﹤0.01%
103,847
+5,490
2129
$2.93M ﹤0.01%
+214,581
2130
$2.93M ﹤0.01%
68,491
-15,452
2131
$2.93M ﹤0.01%
52,379
-1,948
2132
$2.91M ﹤0.01%
94,912
+1,801
2133
$2.91M ﹤0.01%
625,370
-1,503
2134
$2.91M ﹤0.01%
53,565
-30,092
2135
$2.9M ﹤0.01%
121,144
-43,528
2136
$2.9M ﹤0.01%
24,542
-2,108
2137
$2.89M ﹤0.01%
192,359
+9,042
2138
$2.89M ﹤0.01%
19,791
+11,053
2139
$2.89M ﹤0.01%
200,859
+655
2140
$2.88M ﹤0.01%
132,734
+46,399
2141
$2.88M ﹤0.01%
33,226
-19,690
2142
$2.88M ﹤0.01%
44,243
+8,254
2143
$2.88M ﹤0.01%
329,460
+28,418
2144
$2.88M ﹤0.01%
149,264
-164,814
2145
$2.88M ﹤0.01%
33,066
+24,333
2146
$2.87M ﹤0.01%
44,243
-128,290
2147
$2.86M ﹤0.01%
150,633
+22,074
2148
$2.86M ﹤0.01%
87,362
-38,992
2149
$2.84M ﹤0.01%
313,732
+49,421
2150
$2.84M ﹤0.01%
53,241
+35,608
84 85
86
87 88