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
126
$265M 0.17%
3,181,422
+479,549
127
$264M 0.17%
6,277,480
-72,108
128
$262M 0.16%
3,227,442
-31,472
129
$257M 0.16%
14,210,265
+838,530
130
$252M 0.16%
1,524,649
+145,654
131
$248M 0.16%
2,665,323
+266,005
132
$243M 0.15%
2,740,445
+636,698
133
$243M 0.15%
4,737,595
-300,750
134
$242M 0.15%
6,357,408
+901,842
135
$235M 0.15%
6,177,014
-1,944,789
136
$235M 0.15%
3,105,561
+154,227
137
$234M 0.15%
4,080,892
+351,700
138
$232M 0.15%
2,874,959
+185,778
139
$231M 0.15%
2,964,324
-795,813
140
$231M 0.14%
18,340,576
-1,856,635
141
$229M 0.14%
1,624,502
-54,951
142
$229M 0.14%
5,350,919
+342,975
143
$228M 0.14%
5,284,120
+676,487
144
$227M 0.14%
2,702,349
+152,767
145
$223M 0.14%
3,513,163
-24,029
146
$214M 0.13%
9,335,923
+934,709
147
$214M 0.13%
2,880,744
-483,914
148
$213M 0.13%
5,064,409
-395,655
149
$212M 0.13%
1,667,619
+154,306
150
$211M 0.13%
2,343,081
+324,385
4 5
6
7 8