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
901
$13.8M 0.01%
80,799
-4,196
902
$13.8M 0.01%
583,159
+75,058
903
$13.7M 0.01%
151,086
-13,174
904
$13.7M 0.01%
444,768
+37,248
905
$13.7M 0.01%
1,883,346
+74,659
906
$13.6M 0.01%
93,837
+20,922
907
$13.6M 0.01%
196,562
+24,580
908
$13.6M 0.01%
257,616
+109,239
909
$13.6M 0.01%
802,107
-100,722
910
$13.6M 0.01%
888,839
+8,645
911
$13.6M 0.01%
783,761
+67,668
912
$13.5M 0.01%
268,254
-512,719
913
$13.5M 0.01%
1,708,548
+55,864
914
$13.5M 0.01%
120,271
-752,599
915
$13.4M 0.01%
172,331
+10,717
916
$13.4M 0.01%
165,349
+17,275
917
$13.4M 0.01%
246,083
-131,167
918
$13.3M 0.01%
688,822
+39,991
919
$13.3M 0.01%
526,988
+239,172
920
$13.3M 0.01%
158,803
+85,799
921
$13.2M 0.01%
1,027,350
+17,610
922
$13.2M 0.01%
78,483
-12,134
923
$13.2M 0.01%
174,055
+28,312
924
$13.2M 0.01%
3,146,580
+318,809
925
$13.2M 0.01%
53,107
-2,352
35 36
37
38 39