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
2001
$2.55M ﹤0.01%
144,493
-592,593
2002
$2.54M ﹤0.01%
88,322
-22,672
2003
$2.54M ﹤0.01%
50,353
+11,629
2004
$2.54M ﹤0.01%
97,711
+31,222
2005
$2.54M ﹤0.01%
174,448
+51,449
2006
$2.53M ﹤0.01%
50,676
+772
2007
$2.53M ﹤0.01%
38,191
-41,633
2008
$2.52M ﹤0.01%
247,306
+55,311
2009
$2.52M ﹤0.01%
90,494
-459
2010
$2.51M ﹤0.01%
197,546
+4,279
2011
$2.51M ﹤0.01%
167,731
+72,428
2012
$2.5M ﹤0.01%
94,437
-5,949
2013
$2.48M ﹤0.01%
91,648
-1,815
2014
$2.47M ﹤0.01%
17,572
-51,145
2015
$2.47M ﹤0.01%
95,170
-3,225
2016
$2.47M ﹤0.01%
75,989
+4,686
2017
$2.46M ﹤0.01%
65,559
+45,853
2018
$2.46M ﹤0.01%
1,075,288
+1,058,401
2019
$2.46M ﹤0.01%
434,065
+310,351
2020
$2.46M ﹤0.01%
219,192
-11,446
2021
$2.46M ﹤0.01%
124,090
+15,491
2022
$2.46M ﹤0.01%
57,034
+1,712
2023
$2.44M ﹤0.01%
82,672
-35,312
2024
$2.44M ﹤0.01%
107,008
-95,475
2025
$2.42M ﹤0.01%
120,321
-6,255
79 80
81
82 83