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
$128B
AUM Growth
+$4.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,355
New
Increased
Reduced
Closed

Top Buys

1
+$292M
2
+$260M
3
+$237M
4
DIS icon
Walt Disney
DIS
+$185M
5
UBS icon
UBS Group
UBS
+$171M

Top Sells

1
+$651M
2
+$406M
3
+$324M
4
TD icon
Toronto Dominion Bank
TD
+$242M
5
SLB icon
SLB Ltd
SLB
+$203M

Sector Composition

1 Healthcare 8.38%
2 Financials 7.7%
3 Technology 6.88%
4 Industrials 6.65%
5 Energy 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$119M 0.07%
2,240,627
+842,200
227
$118M 0.07%
5,288,089
-1,495,892
228
$118M 0.07%
2,927,808
-207,446
229
$116M 0.07%
1,391,840
-54,110
230
$115M 0.07%
1,196,086
+142,340
231
$114M 0.07%
1,636,334
+10,611
232
$113M 0.07%
2,090,495
+219,558
233
$112M 0.07%
625,576
-83,314
234
$112M 0.07%
917,780
+70,494
235
$110M 0.07%
1,383,776
+145,735
236
$109M 0.07%
794,861
+119,451
237
$109M 0.07%
2,159,575
+596,699
238
$108M 0.07%
2,522,430
-5,637,943
239
$108M 0.07%
6,921,850
-572,970
240
$107M 0.07%
1,219,431
-426,171
241
$107M 0.07%
2,545,023
-337,141
242
$106M 0.07%
971,302
-59,975
243
$105M 0.07%
1,169,728
+218,508
244
$104M 0.07%
2,449,894
+552,394
245
$104M 0.07%
1,372,039
-160,904
246
$103M 0.06%
1,281,829
-41,741
247
$102M 0.06%
4,014,966
+1,374,292
248
$101M 0.06%
2,530,057
-401,510
249
$101M 0.06%
2,534,935
-221,056
250
$101M 0.06%
740,249
+30,735
8 9
10
11 12