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
1901
$2.91M ﹤0.01%
87,950
-267,956
1902
$2.91M ﹤0.01%
160,130
+71,786
1903
$2.9M ﹤0.01%
45,214
-644
1904
$2.9M ﹤0.01%
213,806
+3,760
1905
$2.9M ﹤0.01%
39,107
+2,638
1906
$2.89M ﹤0.01%
52,335
-43,592
1907
$2.89M ﹤0.01%
266,842
-9,357
1908
$2.87M ﹤0.01%
47,558
+15,044
1909
$2.87M ﹤0.01%
80,126
+61,312
1910
$2.86M ﹤0.01%
72,960
+649
1911
$2.86M ﹤0.01%
35,646
-23,470
1912
$2.86M ﹤0.01%
224,095
+21,448
1913
$2.85M ﹤0.01%
276,057
+7,944
1914
$2.85M ﹤0.01%
226,965
-62,971
1915
$2.85M ﹤0.01%
78,258
+42,618
1916
$2.85M ﹤0.01%
121,990
+41,432
1917
$2.85M ﹤0.01%
71,575
+15,139
1918
$2.85M ﹤0.01%
167,709
-30,161
1919
$2.85M ﹤0.01%
306,528
+112,286
1920
$2.84M ﹤0.01%
110,960
+16,998
1921
$2.82M ﹤0.01%
275,008
+101,537
1922
$2.82M ﹤0.01%
63,863
+9,934
1923
$2.81M ﹤0.01%
26,413
-581
1924
$2.81M ﹤0.01%
46,149
+15,462
1925
$2.81M ﹤0.01%
89,242
+9,523
75 76
77
78 79