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
326
$64.8M 0.04%
609,556
+33,224
327
$64.5M 0.04%
1,013,171
+233,068
328
$64.3M 0.04%
51,492
+3,765
329
$63.7M 0.04%
1,175,839
+45,649
330
$63.4M 0.04%
779,103
-29,322
331
$63.2M 0.04%
1,210,855
-70,499
332
$62.9M 0.04%
3,114,441
-417,258
333
$62.8M 0.04%
450,763
+77,491
334
$62.6M 0.04%
258,761
+9,013
335
$62.5M 0.04%
1,556,487
-333,470
336
$62.4M 0.04%
2,256,465
+1,433,170
337
$61.4M 0.04%
1,295,653
+101,998
338
$61.3M 0.04%
1,603,441
+1,011,975
339
$61.3M 0.04%
1,578,076
+1,348
340
$61.2M 0.04%
1,622,019
+201,309
341
$60.3M 0.04%
3,456,543
-1,360,591
342
$59.7M 0.04%
901,553
+28,490
343
$59M 0.04%
272
+17
344
$59M 0.04%
1,360,877
+119
345
$58.8M 0.04%
2,720,218
-1,617,468
346
$58.5M 0.04%
701,426
-17,341
347
$58.5M 0.04%
1,387,188
-2,011,862
348
$58.3M 0.04%
987,450
-95,282
349
$58.1M 0.04%
943,752
+49,326
350
$58M 0.04%
2,397,416
+70,518
12 13
14
15 16