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
2301
$2.34M ﹤0.01%
189,242
-38,774
2302
$2.34M ﹤0.01%
99,792
-211,395
2303
$2.33M ﹤0.01%
22,394
-29,848
2304
$2.33M ﹤0.01%
30,996
+10,458
2305
$2.33M ﹤0.01%
60,591
-7,256
2306
$2.33M ﹤0.01%
30,314
+676
2307
$2.33M ﹤0.01%
140,789
-44,241
2308
$2.33M ﹤0.01%
167,894
+89,071
2309
$2.32M ﹤0.01%
80,566
-59,685
2310
$2.32M ﹤0.01%
75,194
-6,248
2311
$2.32M ﹤0.01%
130,092
+64,996
2312
$2.32M ﹤0.01%
61,385
+59,800
2313
$2.31M ﹤0.01%
104,341
+103,782
2314
$2.31M ﹤0.01%
114,055
-78,101
2315
$2.31M ﹤0.01%
84,084
+18,270
2316
$2.31M ﹤0.01%
110,328
+28,533
2317
$2.3M ﹤0.01%
69,968
-11,876
2318
$2.29M ﹤0.01%
59,038
+9,169
2319
$2.28M ﹤0.01%
72,072
+70,944
2320
$2.28M ﹤0.01%
211,179
+26,125
2321
$2.28M ﹤0.01%
176,451
-2,822
2322
$2.28M ﹤0.01%
94,680
-12,260
2323
$2.27M ﹤0.01%
150,094
-126,304
2324
$2.26M ﹤0.01%
40,419
-1,089
2325
$2.26M ﹤0.01%
101,220
-264
91 92
93
94 95