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
2501
$1.28M ﹤0.01%
34,427
+29,725
2502
$1.28M ﹤0.01%
46,642
-589
2503
$1.28M ﹤0.01%
141,278
+44,234
2504
$1.28M ﹤0.01%
37,526
+17,465
2505
$1.28M ﹤0.01%
74,484
+11,252
2506
$1.28M ﹤0.01%
49,249
-47,118
2507
$1.28M ﹤0.01%
44,859
+3,869
2508
$1.28M ﹤0.01%
85,148
+12,684
2509
$1.28M ﹤0.01%
113,870
-3,516
2510
$1.27M ﹤0.01%
54,124
-23,183
2511
$1.27M ﹤0.01%
59,375
-7,158
2512
$1.27M ﹤0.01%
96,665
-16,285
2513
$1.27M ﹤0.01%
59,567
+13,017
2514
$1.27M ﹤0.01%
38,686
-34,902
2515
$1.26M ﹤0.01%
26,446
-10,087
2516
$1.26M ﹤0.01%
91,091
-9,250
2517
$1.26M ﹤0.01%
101,181
-19,556
2518
$1.26M ﹤0.01%
57,750
-23,328
2519
$1.26M ﹤0.01%
88,820
+1,643
2520
$1.26M ﹤0.01%
46,278
+46,245
2521
$1.25M ﹤0.01%
57,731
-57,854
2522
$1.25M ﹤0.01%
17,931
+4,963
2523
$1.25M ﹤0.01%
93,415
-1,674
2524
$1.25M ﹤0.01%
70,310
-15,938
2525
$1.24M ﹤0.01%
35,566
+7,871
99 100
101
102 103