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
2476
$1.35M ﹤0.01%
172,105
+72,980
2477
$1.35M ﹤0.01%
10,948
-12,189
2478
$1.35M ﹤0.01%
27,276
-144
2479
$1.34M ﹤0.01%
75,319
+10,103
2480
$1.34M ﹤0.01%
14,978
-1,649
2481
$1.34M ﹤0.01%
93,620
-34,855
2482
$1.34M ﹤0.01%
17,102
-1,617
2483
$1.34M ﹤0.01%
29,727
+22,902
2484
$1.34M ﹤0.01%
13,561
+2,438
2485
$1.34M ﹤0.01%
22,397
+782
2486
$1.34M ﹤0.01%
53,559
-3,541
2487
$1.33M ﹤0.01%
56,016
-32,375
2488
$1.33M ﹤0.01%
56,543
+33,945
2489
$1.33M ﹤0.01%
12,752
+8,246
2490
$1.33M ﹤0.01%
103,880
-4,845
2491
$1.33M ﹤0.01%
86,352
+21,848
2492
$1.32M ﹤0.01%
26,914
+13,633
2493
$1.31M ﹤0.01%
11,575
-9,615
2494
$1.31M ﹤0.01%
29,598
-3,438
2495
$1.3M ﹤0.01%
26,076
-168
2496
$1.3M ﹤0.01%
31,533
-90,954
2497
$1.3M ﹤0.01%
21,478
-42,945
2498
$1.3M ﹤0.01%
84,553
+13,862
2499
$1.29M ﹤0.01%
27,789
+13,336
2500
$1.29M ﹤0.01%
18,550
-2,193
98 99
100
101 102