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
51
$487M 0.31%
7,870,391
+130,397
52
$475M 0.3%
1,915,111
+161,452
53
$474M 0.3%
2,253,156
+595,467
54
$451M 0.28%
5,167,662
+289,389
55
$448M 0.28%
6,058,441
+243,562
56
$439M 0.28%
10,492,783
+2,532,985
57
$436M 0.27%
2,268,950
+356,661
58
$432M 0.27%
7,704,152
+4,643,489
59
$431M 0.27%
14,719,987
+407,368
60
$427M 0.27%
9,387,896
+1,541,657
61
$425M 0.27%
5,371,665
-2,569,958
62
$421M 0.26%
5,047,289
-524,637
63
$420M 0.26%
20,911,277
+1,107,670
64
$415M 0.26%
2,831,074
-155,374
65
$409M 0.26%
11,423,120
+682,080
66
$409M 0.26%
3,958,193
+107,906
67
$408M 0.26%
15,960,574
+1,626,339
68
$403M 0.25%
6,956,501
+299,609
69
$402M 0.25%
6,415,709
+79,812
70
$400M 0.25%
11,650,566
+355,406
71
$393M 0.25%
29,613,287
-3,829,186
72
$393M 0.25%
3,479,699
+415,737
73
$389M 0.24%
2,635,637
+122,327
74
$385M 0.24%
5,586,707
-301,314
75
$385M 0.24%
13,902,342
+2,183,728
1 2
3
4 5