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
1876
$3.02M ﹤0.01%
43,432
-519
1877
$3.02M ﹤0.01%
10,519
+9,569
1878
$3M ﹤0.01%
53,394
-2,847
1879
$3M ﹤0.01%
85,825
-4,499
1880
$2.99M ﹤0.01%
64,706
+64,358
1881
$2.99M ﹤0.01%
58,866
-29,676
1882
$2.99M ﹤0.01%
52,159
-1,698
1883
$2.97M ﹤0.01%
40,037
+7,547
1884
$2.96M ﹤0.01%
77,230
-8,412
1885
$2.96M ﹤0.01%
35,389
+10,420
1886
$2.96M ﹤0.01%
51,803
-1,084
1887
$2.96M ﹤0.01%
34,222
+1,020
1888
$2.95M ﹤0.01%
169,308
+7,767
1889
$2.95M ﹤0.01%
232,658
-131,643
1890
$2.95M ﹤0.01%
203,910
-7,287
1891
$2.95M ﹤0.01%
374,843
+177,868
1892
$2.95M ﹤0.01%
96,254
+75,208
1893
$2.94M ﹤0.01%
150,642
+15,079
1894
$2.94M ﹤0.01%
115,100
+55,727
1895
$2.94M ﹤0.01%
62,515
+61,562
1896
$2.93M ﹤0.01%
158,169
+66,698
1897
$2.92M ﹤0.01%
155,460
+22,307
1898
$2.92M ﹤0.01%
55,504
-11,816
1899
$2.92M ﹤0.01%
57,998
+90
1900
$2.91M ﹤0.01%
99,335
-23,881
74 75
76
77 78