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
2576
$1.16M ﹤0.01%
35,276
+19,683
2577
$1.16M ﹤0.01%
17,689
-20,936
2578
$1.15M ﹤0.01%
80,611
-1,534
2579
$1.15M ﹤0.01%
22,304
-30,626
2580
$1.15M ﹤0.01%
59,070
+3,741
2581
$1.15M ﹤0.01%
78,113
-497,482
2582
$1.15M ﹤0.01%
32,794
+11,290
2583
$1.15M ﹤0.01%
47,900
+45,859
2584
$1.14M ﹤0.01%
60,074
+1,350
2585
$1.14M ﹤0.01%
54,112
-2,272
2586
$1.14M ﹤0.01%
87,198
-1,420
2587
$1.14M ﹤0.01%
12,461
+3,069
2588
$1.14M ﹤0.01%
12,372
+216
2589
$1.14M ﹤0.01%
57,113
-34,891
2590
$1.14M ﹤0.01%
56,419
-2,554
2591
$1.13M ﹤0.01%
40,445
-1,006
2592
$1.13M ﹤0.01%
34,414
+21,739
2593
$1.13M ﹤0.01%
50,626
+24,204
2594
$1.13M ﹤0.01%
38,734
+8,245
2595
$1.13M ﹤0.01%
96,433
+38,612
2596
$1.13M ﹤0.01%
133,677
-73,379
2597
$1.13M ﹤0.01%
22,335
-69,479
2598
$1.12M ﹤0.01%
22,380
+45
2599
$1.12M ﹤0.01%
123,063
+54,574
2600
$1.12M ﹤0.01%
6,056
+4,532
102 103
104
105 106