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
2251
$2.52M ﹤0.01%
25,300
-5,892
2252
$2.52M ﹤0.01%
194,035
+12,639
2253
$2.52M ﹤0.01%
115,605
+95,933
2254
$2.52M ﹤0.01%
102,578
+55,492
2255
$2.52M ﹤0.01%
7,859
-12,523
2256
$2.52M ﹤0.01%
32,626
-4,810
2257
$2.51M ﹤0.01%
55,489
-30,681
2258
$2.51M ﹤0.01%
62,029
+16,070
2259
$2.51M ﹤0.01%
81,464
-18,450
2260
$2.51M ﹤0.01%
105,200
+13,110
2261
$2.5M ﹤0.01%
23,750
+6,818
2262
$2.5M ﹤0.01%
54,218
+2,422
2263
$2.49M ﹤0.01%
65,009
-733
2264
$2.49M ﹤0.01%
27,985
-1,269
2265
$2.48M ﹤0.01%
203,039
-6,107
2266
$2.48M ﹤0.01%
68,401
+1,653
2267
$2.48M ﹤0.01%
83,522
+77,615
2268
$2.47M ﹤0.01%
28,887
-6,457
2269
$2.47M ﹤0.01%
79,277
-175,496
2270
$2.46M ﹤0.01%
37,797
+6,095
2271
$2.46M ﹤0.01%
124,760
-237,740
2272
$2.46M ﹤0.01%
56,051
+34,693
2273
$2.46M ﹤0.01%
303,075
-29,430
2274
$2.45M ﹤0.01%
34,406
-4,253
2275
$2.44M ﹤0.01%
40,025
-29,477
89 90
91
92 93