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
201
$184M 0.08%
2,512,353
-6,250,512
202
$182M 0.08%
947,838
+150,025
203
$181M 0.07%
2,276,153
+107,780
204
$178M 0.07%
2,550,660
+261,446
205
$177M 0.07%
978,251
-38,557
206
$177M 0.07%
5,310,483
+187,622
207
$176M 0.07%
1,484,530
+1,344,361
208
$175M 0.07%
1,551,109
-455,117
209
$171M 0.07%
1,319,676
+153,997
210
$170M 0.07%
1,384,522
+199,106
211
$169M 0.07%
6,760,236
-758,118
212
$168M 0.07%
4,928,930
-933,522
213
$167M 0.07%
2,520,312
+25,075
214
$166M 0.07%
95,073
+14,639
215
$166M 0.07%
2,763,013
+61,549
216
$166M 0.07%
2,064,337
+259,838
217
$166M 0.07%
2,595,375
+140,085
218
$165M 0.07%
1,679,654
-238,126
219
$165M 0.07%
2,775,524
+297,762
220
$161M 0.07%
2,584,807
+260,333
221
$160M 0.07%
3,097,491
-181,506
222
$160M 0.07%
1,303,228
-2,291,430
223
$159M 0.07%
4,906,053
+862,667
224
$159M 0.07%
833,673
+138,189
225
$158M 0.07%
3,750,896
+1,429,411
7 8
9
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