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
451
$40.3M 0.03%
852,287
-160,631
452
$40.2M 0.03%
357,650
-43,712
453
$40.1M 0.03%
802,318
+210,408
454
$39.8M 0.03%
1,859,957
+110,386
455
$39.8M 0.03%
800,831
+75,246
456
$39.6M 0.02%
829,097
-292,762
457
$39.4M 0.02%
724,876
+96,106
458
$39.2M 0.02%
1,307,336
+80,433
459
$38.9M 0.02%
1,124,273
-113,889
460
$38.8M 0.02%
528,003
-113,913
461
$38.7M 0.02%
174,127
+16,694
462
$38.6M 0.02%
518,954
-89,339
463
$38.6M 0.02%
255,039
-35,765
464
$38.5M 0.02%
784,155
+496,075
465
$38.5M 0.02%
502,397
+91,936
466
$38.5M 0.02%
1,567,016
-1,212,412
467
$38.5M 0.02%
2,581,106
+541,015
468
$38.3M 0.02%
1,502,539
+130,979
469
$38.2M 0.02%
1,493,828
+61,556
470
$37.9M 0.02%
751,030
-39,097
471
$37.9M 0.02%
1,500,434
-51,702
472
$37.8M 0.02%
1,452,499
+326,941
473
$37.8M 0.02%
563,131
-111,550
474
$37.6M 0.02%
737,264
-257,874
475
$37.5M 0.02%
1,217,787
-709,992
17 18
19
20 21