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
1976
$2.62M ﹤0.01%
102,386
-14,085
1977
$2.62M ﹤0.01%
178,987
+72,873
1978
$2.61M ﹤0.01%
189,159
+126,383
1979
$2.61M ﹤0.01%
67,634
-2,891
1980
$2.61M ﹤0.01%
74,261
+17,068
1981
$2.61M ﹤0.01%
73,879
+44,898
1982
$2.61M ﹤0.01%
188,737
-20,910
1983
$2.6M ﹤0.01%
117,178
+15,896
1984
$2.59M ﹤0.01%
163,236
-10,873
1985
$2.59M ﹤0.01%
110,333
-60,867
1986
$2.59M ﹤0.01%
16,556
-5,068
1987
$2.59M ﹤0.01%
201,050
-2,589
1988
$2.59M ﹤0.01%
178,325
-131,172
1989
$2.58M ﹤0.01%
26,524
-10,668
1990
$2.58M ﹤0.01%
45,067
-7,361
1991
$2.58M ﹤0.01%
97,000
+4,452
1992
$2.58M ﹤0.01%
251,506
+43,363
1993
$2.57M ﹤0.01%
114,027
-26,824
1994
$2.57M ﹤0.01%
101,331
+35,845
1995
$2.57M ﹤0.01%
166,935
-9,351
1996
$2.57M ﹤0.01%
70,326
-1,750
1997
$2.56M ﹤0.01%
1,218,983
+7,583
1998
$2.56M ﹤0.01%
128,981
+6,281
1999
$2.55M ﹤0.01%
53,016
-25,272
2000
$2.55M ﹤0.01%
102,471
-87,596
78 79
80
81 82