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
2126
$2.15M ﹤0.01%
420,985
+386,964
2127
$2.15M ﹤0.01%
14,767
+11,737
2128
$2.15M ﹤0.01%
91,105
+15,075
2129
$2.14M ﹤0.01%
75,749
-39,393
2130
$2.14M ﹤0.01%
51,956
+47,648
2131
$2.14M ﹤0.01%
119,655
+2,322
2132
$2.14M ﹤0.01%
128,813
-3,396
2133
$2.14M ﹤0.01%
92,286
-141,592
2134
$2.13M ﹤0.01%
90,022
+29,324
2135
$2.13M ﹤0.01%
81,762
-222
2136
$2.13M ﹤0.01%
43,565
+19,914
2137
$2.13M ﹤0.01%
251,407
+31,539
2138
$2.12M ﹤0.01%
86,062
+3,384
2139
$2.11M ﹤0.01%
99,367
+23,790
2140
$2.11M ﹤0.01%
148,839
+8,959
2141
$2.1M ﹤0.01%
110,783
+412
2142
$2.1M ﹤0.01%
63,933
-5,554
2143
$2.09M ﹤0.01%
45,728
-157
2144
$2.09M ﹤0.01%
23,096
+18,268
2145
$2.09M ﹤0.01%
38,959
-1,291
2146
$2.08M ﹤0.01%
160,609
-37,812
2147
$2.08M ﹤0.01%
112,837
+47,690
2148
$2.07M ﹤0.01%
124,412
-3,709
2149
$2.07M ﹤0.01%
85,846
-64,237
2150
$2.07M ﹤0.01%
42,315
-7,174
84 85
86
87 88