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
176
$170M 0.11%
1,431,401
-21,392
177
$170M 0.11%
4,016,898
-845,813
178
$169M 0.11%
1,976,641
+119,544
179
$168M 0.11%
12,508,073
-1,321,385
180
$165M 0.1%
3,861,964
+389,109
181
$165M 0.1%
11,515,482
+1,714,808
182
$165M 0.1%
4,920,306
+4,839,553
183
$165M 0.1%
2,217,322
+78,952
184
$163M 0.1%
1,847,161
+134,301
185
$163M 0.1%
7,612,399
+587,976
186
$162M 0.1%
4,072,220
+945,636
187
$162M 0.1%
12,875,913
+1,830,105
188
$158M 0.1%
1,213,803
+41,169
189
$158M 0.1%
1,006,232
+75,904
190
$157M 0.1%
3,366,890
-291,112
191
$155M 0.1%
1,243,590
-7,462
192
$152M 0.1%
7,182,678
+3,088,093
193
$152M 0.1%
2,552,102
-1,843,828
194
$149M 0.09%
1,445,419
+776,911
195
$149M 0.09%
1,167,754
-28,358
196
$149M 0.09%
3,013,181
-15,788
197
$148M 0.09%
3,167,152
+84,332
198
$148M 0.09%
1,460,881
-216,475
199
$148M 0.09%
1,298,922
+17,186
200
$146M 0.09%
1,433,096
-5,306
6 7
8
9 10