UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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 Limited
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
26
$700M 0.44%
9,556,122
+240,457
27
$685M 0.43%
6,391,790
+442,462
28
$677M 0.43%
7,996,688
-30,208
29
$670M 0.42%
5,571,203
+94,668
30
$628M 0.39%
7,387,606
+544,312
31
$603M 0.38%
6,300,862
+220,785
32
$593M 0.37%
5,911,479
+263,954
33
$590M 0.37%
10,335,004
+188,331
34
$590M 0.37%
5,222,002
+106,239
35
$569M 0.36%
9,795,684
-228,538
36
$568M 0.36%
5,420,205
+332,596
37
$568M 0.36%
10,334,438
+233,124
38
$555M 0.35%
19,338,385
+513,012
39
$544M 0.34%
4,398,616
+464,663
40
$543M 0.34%
15,691,440
-1,095,760
41
$536M 0.34%
4,671,502
+311,633
42
$536M 0.34%
15,167,053
+748,416
43
$531M 0.33%
15,903,383
-367,314
44
$530M 0.33%
4,677,653
+268,431
45
$524M 0.33%
4,139,830
+1,156,307
46
$519M 0.33%
9,287,555
+218,350
47
$518M 0.33%
17,341,665
+995,715
48
$518M 0.33%
15,880,650
-1,050,174
49
$502M 0.32%
4,671,775
-973,925
50
$496M 0.31%
15,229,592
+473,336
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