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
2151
$2.07M ﹤0.01%
18,272
-6,696
2152
$2.06M ﹤0.01%
51,404
-9,858
2153
$2.05M ﹤0.01%
28,404
+1,239
2154
$2.05M ﹤0.01%
38,711
-1,497
2155
$2.05M ﹤0.01%
124,690
+63,822
2156
$2.04M ﹤0.01%
4,931
+56
2157
$2.04M ﹤0.01%
82,325
+23,997
2158
$2.04M ﹤0.01%
214,641
+63,488
2159
$2.04M ﹤0.01%
112,551
-145,385
2160
$2.04M ﹤0.01%
195,405
-10,571
2161
$2.03M ﹤0.01%
29,518
+374
2162
$2.03M ﹤0.01%
14,454
-1,801
2163
$2.03M ﹤0.01%
64,111
-1,282
2164
$2.03M ﹤0.01%
79,717
+7,504
2165
$2.02M ﹤0.01%
95,363
+54,826
2166
$2.02M ﹤0.01%
73,456
+661
2167
$2.01M ﹤0.01%
49,141
-12,872
2168
$2.01M ﹤0.01%
75,256
+167
2169
$2.01M ﹤0.01%
94,120
+72,753
2170
$2.01M ﹤0.01%
119,560
+4,766
2171
$2M ﹤0.01%
50,920
+555
2172
$2M ﹤0.01%
144,868
-20,356
2173
$2M ﹤0.01%
21,403
-779
2174
$2M ﹤0.01%
129,088
+2,769
2175
$2M ﹤0.01%
84,279
+15,783
85 86
87
88 89