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
151
$210M 0.13%
2,890,775
+364,876
152
$209M 0.13%
2,442,071
+323,327
153
$208M 0.13%
4,006,059
+112,212
154
$205M 0.13%
3,679,044
+82,462
155
$203M 0.13%
5,816,527
+158,182
156
$203M 0.13%
1,228,289
+427,401
157
$203M 0.13%
7,161,264
-2,316,905
158
$201M 0.13%
4,033,207
+1,119,148
159
$201M 0.13%
2,978,107
+484,547
160
$200M 0.13%
4,419,255
-1,339,662
161
$194M 0.12%
2,279,756
+315,103
162
$193M 0.12%
3,070,340
+571,828
163
$192M 0.12%
6,684,063
-1,728,466
164
$186M 0.12%
3,477,726
-446,231
165
$186M 0.12%
6,521,616
+4,032,122
166
$186M 0.12%
2,356,216
-239,423
167
$183M 0.11%
3,487,800
-890,932
168
$182M 0.11%
4,458,543
-492,830
169
$181M 0.11%
2,206,624
+174,654
170
$178M 0.11%
2,279,298
+2,050,931
171
$178M 0.11%
2,403,085
+1,621,942
172
$176M 0.11%
6,368,388
+278,285
173
$174M 0.11%
4,913,164
+329,695
174
$172M 0.11%
6,543,042
+981,128
175
$172M 0.11%
2,406,126
-107,438
5 6
7
8 9