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
2176
$2.75M ﹤0.01%
216,456
+17,977
2177
$2.75M ﹤0.01%
37,117
-26,958
2178
$2.75M ﹤0.01%
91,700
+35,809
2179
$2.74M ﹤0.01%
52,905
-56,453
2180
$2.74M ﹤0.01%
221,051
-106,522
2181
$2.73M ﹤0.01%
+98,914
2182
$2.73M ﹤0.01%
26,558
-8,548
2183
$2.73M ﹤0.01%
130,173
+73,709
2184
$2.73M ﹤0.01%
121,176
+77,703
2185
$2.72M ﹤0.01%
151,134
+28,999
2186
$2.72M ﹤0.01%
92,256
+33,099
2187
$2.72M ﹤0.01%
301,925
+53,254
2188
$2.71M ﹤0.01%
132,160
-98,494
2189
$2.71M ﹤0.01%
+136,251
2190
$2.71M ﹤0.01%
109,311
+19,563
2191
$2.71M ﹤0.01%
272,402
-236,570
2192
$2.7M ﹤0.01%
44,588
+16,653
2193
$2.7M ﹤0.01%
111,584
-11,244
2194
$2.7M ﹤0.01%
143,445
-79,130
2195
$2.7M ﹤0.01%
222,628
+44,080
2196
$2.69M ﹤0.01%
56,438
-97,188
2197
$2.69M ﹤0.01%
20,806
-2,909
2198
$2.69M ﹤0.01%
30,220
+13,828
2199
$2.68M ﹤0.01%
80,465
-90,462
2200
$2.68M ﹤0.01%
107,791
+2,306
86 87
88
89 90