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
301
$75.1M 0.05%
1,040,992
-132,870
302
$75M 0.05%
1,617,696
+908,655
303
$74.8M 0.05%
4,077,600
+316,338
304
$74M 0.05%
3,804,590
+170,053
305
$73.6M 0.05%
2,008,742
+272,348
306
$72.5M 0.05%
1,133,016
-16,844
307
$72.2M 0.05%
1,492,421
-86,264
308
$72.1M 0.05%
1,336,727
-48,790
309
$72M 0.05%
1,422,334
-82,049
310
$71.9M 0.05%
2,985,576
-502,669
311
$71.1M 0.04%
948,844
+445,004
312
$70.5M 0.04%
1,533,189
-2,089,027
313
$70.3M 0.04%
1,272,646
+136,831
314
$69.6M 0.04%
992,503
+266,260
315
$68.9M 0.04%
1,236,061
+36,655
316
$68.6M 0.04%
1,274,819
+294
317
$68.4M 0.04%
5,581,129
+2,427,562
318
$68.3M 0.04%
3,772,225
-254,855
319
$67.7M 0.04%
7,395,800
-1,783,320
320
$67.4M 0.04%
737,826
-191,308
321
$67.3M 0.04%
1,385,877
+798,601
322
$66.8M 0.04%
1,830,777
-587,898
323
$65.9M 0.04%
2,505,416
-14,220
324
$65.4M 0.04%
1,214,957
+183,066
325
$65.3M 0.04%
1,288,144
+157,652
11 12
13
14 15