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
376
$54M 0.03%
1,241,222
-137,435
377
$53.9M 0.03%
3,185,153
+923,227
378
$53.7M 0.03%
571,799
+95,780
379
$53.4M 0.03%
475,361
+93,571
380
$53.4M 0.03%
658,618
+54,163
381
$53.3M 0.03%
1,327,768
-650,072
382
$53.1M 0.03%
2,267,530
-460,067
383
$53.1M 0.03%
1,152,961
+613,340
384
$53M 0.03%
522,376
-105,054
385
$52.7M 0.03%
1,460,502
-83,280
386
$52.2M 0.03%
932,807
-39,407
387
$52M 0.03%
1,045,013
-598,471
388
$51.7M 0.03%
6,583,540
+3,789
389
$51M 0.03%
1,637,645
-203,253
390
$51M 0.03%
857,400
+14,686
391
$50.9M 0.03%
849,568
-53,305
392
$50.8M 0.03%
696,543
-45,436
393
$50.8M 0.03%
903,630
-41,310
394
$50.6M 0.03%
1,677,346
-2,189,886
395
$50.4M 0.03%
1,003,063
-138,607
396
$49.8M 0.03%
920,730
+164,592
397
$49.8M 0.03%
2,018,119
+613,344
398
$49.8M 0.03%
1,854,806
+414,835
399
$49.5M 0.03%
1,289,615
-801,555
400
$49.5M 0.03%
883,772
+243,222
14 15
16
17 18