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
926
$13.1M 0.01%
1,182,704
-301,324
927
$13.1M 0.01%
641,991
-435,306
928
$13M 0.01%
589,211
+28,500
929
$12.9M 0.01%
158,354
+6,257
930
$12.9M 0.01%
535,915
+348,715
931
$12.8M 0.01%
224,526
-20,556
932
$12.8M 0.01%
411,362
+161,370
933
$12.7M 0.01%
587,456
+384,271
934
$12.7M 0.01%
80,540
-23,699
935
$12.7M 0.01%
925,421
+421,751
936
$12.7M 0.01%
192,264
-45,398
937
$12.7M 0.01%
764,160
-135,863
938
$12.7M 0.01%
687,564
-11,377
939
$12.6M 0.01%
796,938
+45,907
940
$12.5M 0.01%
605,528
+70,956
941
$12.5M 0.01%
368,976
+46,508
942
$12.5M 0.01%
262,478
+45,644
943
$12.5M 0.01%
233,666
-134,148
944
$12.4M 0.01%
1,188,503
-108,704
945
$12.4M 0.01%
2,104,980
-224,950
946
$12.3M 0.01%
451,201
+145,835
947
$12.3M 0.01%
686,904
-16,015
948
$12.3M 0.01%
33,593
+3,444
949
$12.3M 0.01%
731,035
-20,248
950
$12.2M 0.01%
885,231
-33,901
36 37
38
39 40