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
2076
$2.28M ﹤0.01%
437,508
-107,581
2077
$2.28M ﹤0.01%
161,403
+1,504
2078
$2.28M ﹤0.01%
154,074
-11,610
2079
$2.27M ﹤0.01%
27,707
-1,290
2080
$2.27M ﹤0.01%
55,041
-3,734
2081
$2.27M ﹤0.01%
31,365
+1,517
2082
$2.26M ﹤0.01%
59,588
-1,232
2083
$2.26M ﹤0.01%
278,706
+1,991
2084
$2.26M ﹤0.01%
155,720
+47,631
2085
$2.25M ﹤0.01%
107,209
+59,150
2086
$2.25M ﹤0.01%
209,043
-6,481
2087
$2.25M ﹤0.01%
43,032
+4,230
2088
$2.25M ﹤0.01%
219,510
-6,438
2089
$2.24M ﹤0.01%
171,089
-54,390
2090
$2.24M ﹤0.01%
45,697
-16,990
2091
$2.24M ﹤0.01%
161,976
+66,241
2092
$2.24M ﹤0.01%
37,609
-6,563
2093
$2.23M ﹤0.01%
407,230
-28,427
2094
$2.23M ﹤0.01%
78,353
-77,444
2095
$2.23M ﹤0.01%
82,031
-10,686
2096
$2.22M ﹤0.01%
68,195
+25,248
2097
$2.22M ﹤0.01%
53,573
-5,374
2098
$2.22M ﹤0.01%
+91,775
2099
$2.21M ﹤0.01%
116,582
+38,338
2100
$2.21M ﹤0.01%
182,989
+80,513
82 83
84
85 86