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
251
$101M 0.06%
2,141,327
+63,907
252
$100M 0.06%
1,284,735
-267,784
253
$99.5M 0.06%
1,535,859
-251,156
254
$98.7M 0.06%
1,107,555
+89,144
255
$98M 0.06%
1,800,667
+451,382
256
$97.9M 0.06%
3,769,217
-1,597,647
257
$97.8M 0.06%
2,112,964
+1,851,503
258
$97.7M 0.06%
3,681,651
+271,250
259
$97.5M 0.06%
1,000,958
-96,414
260
$96.7M 0.06%
840,122
+126,118
261
$96.5M 0.06%
3,229,078
+245,180
262
$96.3M 0.06%
3,188,966
+316,569
263
$96.2M 0.06%
3,692,925
+17,054
264
$95.1M 0.06%
599,352
-53,639
265
$94.7M 0.06%
2,816,844
-89,633
266
$94.3M 0.06%
895,022
+14,540
267
$94.1M 0.06%
3,453,341
+338,532
268
$93.6M 0.06%
3,444,453
-388,471
269
$93.5M 0.06%
1,726,782
+110,410
270
$93.5M 0.06%
1,176,940
+9,886
271
$93.3M 0.06%
1,900,281
+75,204
272
$91.9M 0.06%
7,384,399
+6,044,675
273
$88.4M 0.06%
1,165,704
+55,672
274
$88.2M 0.06%
1,750,430
-179,206
275
$87.7M 0.06%
10,089,447
+37,314
9 10
11
12 13