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
1226
$7.43M ﹤0.01%
297,926
-6,920
1227
$7.42M ﹤0.01%
150,523
+6,439
1228
$7.41M ﹤0.01%
133,509
+4,953
1229
$7.4M ﹤0.01%
132,158
+37,179
1230
$7.39M ﹤0.01%
190,408
-56,958
1231
$7.38M ﹤0.01%
118,220
-2,738
1232
$7.38M ﹤0.01%
155,312
+195
1233
$7.34M ﹤0.01%
324,146
-441,866
1234
$7.32M ﹤0.01%
481,027
-17,739
1235
$7.27M ﹤0.01%
200,645
-50,863
1236
$7.27M ﹤0.01%
81,140
-10,922
1237
$7.26M ﹤0.01%
96,779
-432
1238
$7.25M ﹤0.01%
1,189,582
+52,336
1239
$7.25M ﹤0.01%
112,682
-32,179
1240
$7.23M ﹤0.01%
179,062
+68,125
1241
$7.23M ﹤0.01%
515,985
-37,659
1242
$7.22M ﹤0.01%
460,112
+377,331
1243
$7.2M ﹤0.01%
869,279
+106,203
1244
$7.18M ﹤0.01%
453,501
+85,971
1245
$7.18M ﹤0.01%
353,523
-78,500
1246
$7.15M ﹤0.01%
713,790
+25,241
1247
$7.13M ﹤0.01%
278,031
+10,015
1248
$7.12M ﹤0.01%
89,447
-1,790
1249
$7.12M ﹤0.01%
453,898
-54,777
1250
$7.11M ﹤0.01%
84,042
-2,126
48 49
50
51 52