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
2276
$2.44M ﹤0.01%
315,859
+64,484
2277
$2.44M ﹤0.01%
150,980
-5,028
2278
$2.44M ﹤0.01%
207,417
-3,233
2279
$2.44M ﹤0.01%
223,207
+104,778
2280
$2.43M ﹤0.01%
268,138
-23,908
2281
$2.43M ﹤0.01%
86,882
+8,079
2282
$2.42M ﹤0.01%
244,737
+20,372
2283
$2.42M ﹤0.01%
253,499
+43,593
2284
$2.41M ﹤0.01%
28,221
+738
2285
$2.41M ﹤0.01%
26,128
-5,537
2286
$2.41M ﹤0.01%
141,136
-63,465
2287
$2.39M ﹤0.01%
181,298
+3,160
2288
$2.38M ﹤0.01%
55,899
+26,173
2289
$2.38M ﹤0.01%
195,449
+86,521
2290
$2.38M ﹤0.01%
160,273
+34,651
2291
$2.37M ﹤0.01%
50,409
-52,282
2292
$2.37M ﹤0.01%
22,701
-2,454
2293
$2.37M ﹤0.01%
39,480
-14,128
2294
$2.37M ﹤0.01%
46,809
-10,563
2295
$2.36M ﹤0.01%
113,954
-99,450
2296
$2.35M ﹤0.01%
123,135
-81,734
2297
$2.34M ﹤0.01%
76,725
+1,482
2298
$2.34M ﹤0.01%
77,655
+32,061
2299
$2.34M ﹤0.01%
50,288
-4,799
2300
$2.34M ﹤0.01%
221,720
-23,020
90 91
92
93 94