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
2101
$2.21M ﹤0.01%
69,982
+11,397
2102
$2.21M ﹤0.01%
45,780
-31,937
2103
$2.21M ﹤0.01%
42,798
+1,567
2104
$2.2M ﹤0.01%
20,736
-9,467
2105
$2.19M ﹤0.01%
105,042
-352
2106
$2.19M ﹤0.01%
368,038
-8,580
2107
$2.19M ﹤0.01%
57,634
-60,837
2108
$2.19M ﹤0.01%
255,560
-10,578
2109
$2.19M ﹤0.01%
198,710
+112,224
2110
$2.18M ﹤0.01%
53,196
-546
2111
$2.18M ﹤0.01%
121,292
-23,073
2112
$2.18M ﹤0.01%
43,046
+7,329
2113
$2.18M ﹤0.01%
234,068
-14,979
2114
$2.18M ﹤0.01%
52,962
-15,527
2115
$2.17M ﹤0.01%
102,476
+26,469
2116
$2.17M ﹤0.01%
263,689
+36,152
2117
$2.17M ﹤0.01%
15,917
+1,770
2118
$2.17M ﹤0.01%
128,348
+28,257
2119
$2.17M ﹤0.01%
55,130
-21,154
2120
$2.17M ﹤0.01%
139,700
-66,338
2121
$2.16M ﹤0.01%
128,728
-5,466
2122
$2.16M ﹤0.01%
61,188
-5,605
2123
$2.16M ﹤0.01%
46,518
+6,860
2124
$2.15M ﹤0.01%
167,362
-16,690
2125
$2.15M ﹤0.01%
44,306
+279
83 84
85
86 87