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
2226
$2.59M ﹤0.01%
72,422
-3,105
2227
$2.58M ﹤0.01%
116,591
-66,365
2228
$2.58M ﹤0.01%
240,267
+190,100
2229
$2.58M ﹤0.01%
682,436
+592,147
2230
$2.58M ﹤0.01%
180,515
+667
2231
$2.58M ﹤0.01%
140,829
+8,875
2232
$2.58M ﹤0.01%
84,989
-47,867
2233
$2.58M ﹤0.01%
143,890
+1,552
2234
$2.57M ﹤0.01%
40,420
-6,991
2235
$2.57M ﹤0.01%
71,867
-19,934
2236
$2.57M ﹤0.01%
279,836
-192,361
2237
$2.56M ﹤0.01%
31,402
-8,218
2238
$2.56M ﹤0.01%
50,927
-313
2239
$2.56M ﹤0.01%
36,405
-28,993
2240
$2.56M ﹤0.01%
53,646
-406
2241
$2.56M ﹤0.01%
1,580,217
+777,882
2242
$2.56M ﹤0.01%
243,649
-127,637
2243
$2.56M ﹤0.01%
32,548
-17,958
2244
$2.55M ﹤0.01%
43,169
+16,762
2245
$2.55M ﹤0.01%
362,743
+16,587
2246
$2.54M ﹤0.01%
117,121
+55,566
2247
$2.54M ﹤0.01%
55,382
+9,342
2248
$2.54M ﹤0.01%
70,020
-23,909
2249
$2.54M ﹤0.01%
21,781
-5,537
2250
$2.53M ﹤0.01%
209,441
-20,717
88 89
90
91 92