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
1926
$2.81M ﹤0.01%
188,305
-424
1927
$2.81M ﹤0.01%
348,955
-12,595
1928
$2.8M ﹤0.01%
170,069
+39,895
1929
$2.79M ﹤0.01%
2,336
+293
1930
$2.79M ﹤0.01%
44,263
+4,194
1931
$2.79M ﹤0.01%
285,007
-123,510
1932
$2.78M ﹤0.01%
99,887
+97,472
1933
$2.77M ﹤0.01%
61,420
+21,631
1934
$2.77M ﹤0.01%
108,615
-43,310
1935
$2.76M ﹤0.01%
90,549
+8,020
1936
$2.75M ﹤0.01%
72,739
+10,251
1937
$2.75M ﹤0.01%
107,742
+5,114
1938
$2.74M ﹤0.01%
121,036
-182,107
1939
$2.74M ﹤0.01%
23,376
+59
1940
$2.74M ﹤0.01%
115,674
-77,829
1941
$2.74M ﹤0.01%
52,492
-1,797
1942
$2.73M ﹤0.01%
35,414
+29,519
1943
$2.73M ﹤0.01%
56,955
-25,651
1944
$2.72M ﹤0.01%
211,148
+1,105
1945
$2.72M ﹤0.01%
170,700
+125,677
1946
$2.72M ﹤0.01%
103,011
-183,878
1947
$2.72M ﹤0.01%
34,340
-634
1948
$2.71M ﹤0.01%
66,467
-46,063
1949
$2.71M ﹤0.01%
54,067
+2,253
1950
$2.71M ﹤0.01%
193,516
+21,659
76 77
78
79 80