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
2401
$2.05M ﹤0.01%
77,041
+8,035
2402
$2.04M ﹤0.01%
49,645
-98,302
2403
$2.04M ﹤0.01%
258,984
+38,465
2404
$2.04M ﹤0.01%
144,362
-8,711
2405
$2.04M ﹤0.01%
31,450
-19,193
2406
$2.03M ﹤0.01%
273,208
+137,963
2407
$2.03M ﹤0.01%
104,116
+14,041
2408
$2.02M ﹤0.01%
87,469
-8,395
2409
$2.02M ﹤0.01%
77,549
-167
2410
$2.02M ﹤0.01%
74,483
+18,548
2411
$2.02M ﹤0.01%
17,154
-292,450
2412
$2.02M ﹤0.01%
56,394
+5,400
2413
$2.01M ﹤0.01%
215,824
+19,601
2414
$2.01M ﹤0.01%
56,499
-8,099
2415
$2.01M ﹤0.01%
163,680
+12,777
2416
$2M ﹤0.01%
89,263
-497
2417
$2M ﹤0.01%
72,253
-21,254
2418
$2M ﹤0.01%
40,092
-9,514
2419
$1.99M ﹤0.01%
1,519,065
-863,392
2420
$1.98M ﹤0.01%
161,161
+650
2421
$1.98M ﹤0.01%
38,541
-2,103
2422
$1.98M ﹤0.01%
52,011
+9,026
2423
$1.97M ﹤0.01%
62,885
-17,464
2424
$1.97M ﹤0.01%
31,056
+6,017
2425
$1.97M ﹤0.01%
354,222
-76,335
95 96
97
98 99