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
2626
$1.09M ﹤0.01%
9,133
+354
2627
$1.09M ﹤0.01%
59,099
+22,432
2628
$1.09M ﹤0.01%
39,239
-37,430
2629
$1.08M ﹤0.01%
81,404
+3,689
2630
$1.08M ﹤0.01%
53,595
-3,636
2631
$1.07M ﹤0.01%
103,802
-16,068
2632
$1.07M ﹤0.01%
39,044
+24,985
2633
$1.07M ﹤0.01%
20,711
+1,142
2634
$1.07M ﹤0.01%
65,827
+10,362
2635
$1.07M ﹤0.01%
6,919
-23,455
2636
$1.07M ﹤0.01%
+270,038
2637
$1.06M ﹤0.01%
19,109
-13,694
2638
$1.06M ﹤0.01%
144,318
+31,058
2639
$1.06M ﹤0.01%
28,260
+19,660
2640
$1.06M ﹤0.01%
88,040
-5,243
2641
$1.06M ﹤0.01%
42,154
-85,841
2642
$1.05M ﹤0.01%
7,229
+5,092
2643
$1.05M ﹤0.01%
87,966
-11,309
2644
$1.05M ﹤0.01%
46,863
+9,603
2645
$1.05M ﹤0.01%
43,130
-18,852
2646
$1.05M ﹤0.01%
42,644
+35,483
2647
$1.05M ﹤0.01%
35,233
-16,055
2648
$1.04M ﹤0.01%
24,608
+6,967
2649
$1.04M ﹤0.01%
31,889
-150
2650
$1.04M ﹤0.01%
14,032
+9,115
104 105
106
107 108