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
426
$43.9M 0.03%
880,669
+72,595
427
$43.7M 0.03%
1,043,364
+98,461
428
$43.2M 0.03%
956,116
+142,618
429
$43.2M 0.03%
762,624
+472,894
430
$43.2M 0.03%
5,151,894
+5,031,150
431
$43.1M 0.03%
1,544,529
+410,210
432
$43M 0.03%
1,543,419
+100,930
433
$42.9M 0.03%
411,791
-4,450
434
$42.6M 0.03%
2,081,832
-367,176
435
$42.5M 0.03%
1,485,761
+204,058
436
$42.5M 0.03%
1,090,754
+127,758
437
$42.4M 0.03%
1,304,173
+19,073
438
$42.2M 0.03%
554,565
-13,736
439
$42.2M 0.03%
2,768,098
+383,516
440
$42.1M 0.03%
1,331,966
+10,302
441
$41.9M 0.03%
1,201,573
+359,656
442
$41.8M 0.03%
942,553
-284,831
443
$41.8M 0.03%
1,506,396
-40,597
444
$41.6M 0.03%
2,187,613
+481,457
445
$41.5M 0.03%
654,421
-14,614
446
$41.2M 0.03%
161,157
+2,388
447
$40.7M 0.03%
1,585,353
+36,297
448
$40.5M 0.03%
910,643
+67,238
449
$40.4M 0.03%
880,274
+107,332
450
$40.3M 0.03%
2,087,963
+1,444,213
16 17
18
19 20