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
3301
$393K ﹤0.01%
20,982
+1,961
3302
$393K ﹤0.01%
99,240
+12,040
3303
$393K ﹤0.01%
17,047
+45
3304
$392K ﹤0.01%
10,041
-302
3305
$392K ﹤0.01%
47,842
+741
3306
$391K ﹤0.01%
9,182
+117
3307
$388K ﹤0.01%
13,243
-4,093
3308
$388K ﹤0.01%
3,156
+312
3309
$388K ﹤0.01%
31,623
+2,288
3310
$387K ﹤0.01%
8,446
-714
3311
$386K ﹤0.01%
4,786
+1,186
3312
$386K ﹤0.01%
33,111
+320
3313
$386K ﹤0.01%
17,699
-2,976
3314
$385K ﹤0.01%
16,450
-200
3315
$384K ﹤0.01%
25,510
-4,286
3316
$384K ﹤0.01%
13,626
+11,077
3317
$384K ﹤0.01%
12,772
-576
3318
$384K ﹤0.01%
53,920
+28,745
3319
$383K ﹤0.01%
14,699
+4,699
3320
$382K ﹤0.01%
18,168
-22,956
3321
$382K ﹤0.01%
50,395
-15,895
3322
$380K ﹤0.01%
7,424
-11,384
3323
$380K ﹤0.01%
10,080
+1,731
3324
$380K ﹤0.01%
28,668
+22,353
3325
$380K ﹤0.01%
44,440
+37,869
131 132
133
134 135