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
351
$57.7M 0.04%
1,205,028
-45,983
352
$57.5M 0.04%
1,963,106
+137,608
353
$57.3M 0.04%
4,643,836
-360,399
354
$57.3M 0.04%
1,920,324
+23,115
355
$57.2M 0.04%
1,538,372
-623,612
356
$56.8M 0.04%
4,226,222
+436,007
357
$56.8M 0.04%
2,100,540
+140,977
358
$56.8M 0.04%
715,510
+100,411
359
$56.7M 0.04%
1,088,411
+602,905
360
$56.6M 0.04%
430,766
-29,995
361
$56.6M 0.04%
1,702,404
+431,271
362
$56.5M 0.04%
2,153,380
-662,371
363
$56.5M 0.04%
8,939,520
-108,450
364
$56.5M 0.04%
1,674,797
-221,053
365
$56.4M 0.04%
1,204,525
+215,541
366
$56.1M 0.04%
2,829,847
+384,216
367
$55.7M 0.04%
309,553
+98,473
368
$55.6M 0.03%
336,117
-38,015
369
$55.6M 0.03%
3,159,825
-689,872
370
$55.4M 0.03%
948,844
+10,360
371
$55.4M 0.03%
446,603
-22,888
372
$55.1M 0.03%
3,879,953
+370,204
373
$55M 0.03%
253,786
-6,489
374
$54.4M 0.03%
4,025,956
+411,060
375
$54.3M 0.03%
294,958
-932,673
13 14
15
16 17