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
2376
$2.09M ﹤0.01%
92,655
+90,220
2377
$2.09M ﹤0.01%
69,217
+17,159
2378
$2.09M ﹤0.01%
304,404
-216,226
2379
$2.09M ﹤0.01%
36,647
-10,986
2380
$2.09M ﹤0.01%
151,541
+4,856
2381
$2.08M ﹤0.01%
69,760
+8,023
2382
$2.08M ﹤0.01%
290,378
-12,598
2383
$2.08M ﹤0.01%
95,168
-14,154
2384
$2.08M ﹤0.01%
32,565
+3
2385
$2.08M ﹤0.01%
47,312
-5,025
2386
$2.08M ﹤0.01%
36,211
+23,903
2387
$2.07M ﹤0.01%
157,120
-227,214
2388
$2.07M ﹤0.01%
25,054
-28,530
2389
$2.07M ﹤0.01%
137,308
+32,502
2390
$2.07M ﹤0.01%
46,402
-1,701
2391
$2.07M ﹤0.01%
40,996
-43,816
2392
$2.07M ﹤0.01%
48,920
-3,196
2393
$2.06M ﹤0.01%
13,765
+10,313
2394
$2.06M ﹤0.01%
36,301
-12,910
2395
$2.06M ﹤0.01%
54,097
-156,575
2396
$2.06M ﹤0.01%
41,349
-72,186
2397
$2.06M ﹤0.01%
37,906
+4,879
2398
$2.06M ﹤0.01%
35,902
-1,422
2399
$2.05M ﹤0.01%
40,556
-530
2400
$2.05M ﹤0.01%
193,628
+52,261
94 95
96
97 98