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
1951
$2.7M ﹤0.01%
131,118
-2,437
1952
$2.7M ﹤0.01%
232,942
+17,081
1953
$2.7M ﹤0.01%
96,226
+1,261
1954
$2.68M ﹤0.01%
182,135
-1,915
1955
$2.68M ﹤0.01%
96,183
+16,367
1956
$2.68M ﹤0.01%
123,644
-3,276
1957
$2.67M ﹤0.01%
269,004
+57,323
1958
$2.67M ﹤0.01%
97,704
-95,268
1959
$2.67M ﹤0.01%
122,411
+2,795
1960
$2.67M ﹤0.01%
109,801
+25,124
1961
$2.66M ﹤0.01%
146,852
-813
1962
$2.66M ﹤0.01%
42,132
+5,994
1963
$2.66M ﹤0.01%
204,966
-5,018
1964
$2.65M ﹤0.01%
81,358
+2,216
1965
$2.65M ﹤0.01%
31,443
-13,702
1966
$2.65M ﹤0.01%
175,729
-33,330
1967
$2.65M ﹤0.01%
255,646
+106,922
1968
$2.64M ﹤0.01%
35,179
-3,605
1969
$2.63M ﹤0.01%
480,770
-265,703
1970
$2.63M ﹤0.01%
71,349
+6,125
1971
$2.63M ﹤0.01%
83,456
+21,337
1972
$2.63M ﹤0.01%
105,770
+4,972
1973
$2.63M ﹤0.01%
38,010
+26,447
1974
$2.63M ﹤0.01%
172,324
-20,512
1975
$2.62M ﹤0.01%
190,036
-18,817
77 78
79
80 81