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
2351
$2.18M ﹤0.01%
53,768
-1,681
2352
$2.18M ﹤0.01%
22,886
+15,468
2353
$2.18M ﹤0.01%
74,260
+43,484
2354
$2.17M ﹤0.01%
48,492
-61,212
2355
$2.17M ﹤0.01%
171,843
-20,231
2356
$2.17M ﹤0.01%
225,084
-3,790
2357
$2.17M ﹤0.01%
175,074
-105,228
2358
$2.17M ﹤0.01%
24,279
-19,481
2359
$2.15M ﹤0.01%
81,950
-104,920
2360
$2.14M ﹤0.01%
171,211
+12,829
2361
$2.14M ﹤0.01%
28,445
+15,925
2362
$2.14M ﹤0.01%
53,685
+2,004
2363
$2.14M ﹤0.01%
78,267
+23,968
2364
$2.13M ﹤0.01%
156,988
-696,041
2365
$2.13M ﹤0.01%
215,328
-18,490
2366
$2.13M ﹤0.01%
171,842
+59,726
2367
$2.13M ﹤0.01%
72,108
-4,256
2368
$2.12M ﹤0.01%
79,007
-226,807
2369
$2.12M ﹤0.01%
154,785
+19,644
2370
$2.12M ﹤0.01%
95,687
+26,055
2371
$2.12M ﹤0.01%
51,928
-2,540
2372
$2.12M ﹤0.01%
14,913
-18,742
2373
$2.11M ﹤0.01%
140,067
+6,073
2374
$2.11M ﹤0.01%
91,044
+340
2375
$2.1M ﹤0.01%
112,051
+47,847
93 94
95
96 97