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
1001
$11.1M 0.01%
553,361
+50,239
1002
$11.1M 0.01%
669,459
+42,660
1003
$11.1M 0.01%
304,614
+71,514
1004
$11M 0.01%
185,319
-30,126
1005
$11M 0.01%
601,062
+13,386
1006
$11M 0.01%
308,374
-33,481
1007
$11M 0.01%
425,422
-49,944
1008
$11M 0.01%
842,546
+50,878
1009
$11M 0.01%
426,010
+158,496
1010
$11M 0.01%
1,530,859
-738,034
1011
$10.9M 0.01%
547,445
-16,590
1012
$10.9M 0.01%
134,539
+54,737
1013
$10.9M 0.01%
188,055
-1,835
1014
$10.9M 0.01%
342,269
+119,035
1015
$10.9M 0.01%
93,467
-3,234
1016
$10.9M 0.01%
541,588
-230,761
1017
$10.9M 0.01%
1,852,604
+169,151
1018
$10.9M 0.01%
471,769
+101,784
1019
$10.8M 0.01%
462,290
-262,955
1020
$10.8M 0.01%
81,638
-5,636
1021
$10.8M 0.01%
497,470
+41,271
1022
$10.8M 0.01%
217,948
+200,486
1023
$10.8M 0.01%
189,800
+79,286
1024
$10.8M 0.01%
224,097
+190,896
1025
$10.8M 0.01%
1,041,579
+438,890
39 40
41
42 43