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
2151
$2.84M ﹤0.01%
79,936
-20,735
2152
$2.84M ﹤0.01%
199,931
+9,391
2153
$2.84M ﹤0.01%
347,458
+7,566
2154
$2.84M ﹤0.01%
136,588
-2,306
2155
$2.83M ﹤0.01%
63,109
-9,310
2156
$2.83M ﹤0.01%
114,365
-5,842
2157
$2.82M ﹤0.01%
105,006
+34,496
2158
$2.82M ﹤0.01%
45,879
-6,281
2159
$2.81M ﹤0.01%
45,116
-6,687
2160
$2.8M ﹤0.01%
56,301
-5,615
2161
$2.8M ﹤0.01%
34,058
+11,831
2162
$2.8M ﹤0.01%
87,040
+22,859
2163
$2.8M ﹤0.01%
48,850
-56,936
2164
$2.79M ﹤0.01%
66,375
-49,476
2165
$2.79M ﹤0.01%
38,886
+3,838
2166
$2.79M ﹤0.01%
96,354
+43,842
2167
$2.78M ﹤0.01%
76,482
+2,314
2168
$2.78M ﹤0.01%
437,344
+417,789
2169
$2.78M ﹤0.01%
97,731
+27,793
2170
$2.78M ﹤0.01%
100,679
-5,464
2171
$2.77M ﹤0.01%
41,184
-116,441
2172
$2.77M ﹤0.01%
101,677
+19,481
2173
$2.77M ﹤0.01%
109,634
-137,424
2174
$2.76M ﹤0.01%
59,162
+16,866
2175
$2.76M ﹤0.01%
61,185
+2,535
85 86
87
88 89