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
2201
$2.67M ﹤0.01%
59,929
-52,033
2202
$2.67M ﹤0.01%
22,311
-450
2203
$2.67M ﹤0.01%
40,925
+2,274
2204
$2.67M ﹤0.01%
110,793
-25,226
2205
$2.66M ﹤0.01%
89,781
-46,136
2206
$2.65M ﹤0.01%
59,743
+2,788
2207
$2.65M ﹤0.01%
91,656
-41,640
2208
$2.65M ﹤0.01%
211,905
+21,985
2209
$2.64M ﹤0.01%
38,963
+16,489
2210
$2.64M ﹤0.01%
122,824
-21,093
2211
$2.64M ﹤0.01%
46,764
-14,197
2212
$2.64M ﹤0.01%
99,182
-36,304
2213
$2.64M ﹤0.01%
23,114
+8,834
2214
$2.63M ﹤0.01%
44,573
-112,361
2215
$2.63M ﹤0.01%
49,560
+5,164
2216
$2.63M ﹤0.01%
157,089
+18,862
2217
$2.62M ﹤0.01%
5,789
+3,015
2218
$2.61M ﹤0.01%
84,918
+27,116
2219
$2.61M ﹤0.01%
129,279
-53,077
2220
$2.6M ﹤0.01%
12,983
-3,956
2221
$2.6M ﹤0.01%
157,851
+12,208
2222
$2.6M ﹤0.01%
54,345
-7,626
2223
$2.6M ﹤0.01%
183,064
-71,182
2224
$2.59M ﹤0.01%
218,967
-26,256
2225
$2.59M ﹤0.01%
31,469
-22,356
87 88
89
90 91