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
2176
$1.99M ﹤0.01%
16,710
-1,387
2177
$1.99M ﹤0.01%
78,031
+1,720
2178
$1.99M ﹤0.01%
64,784
+6,490
2179
$1.98M ﹤0.01%
84,674
+6,471
2180
$1.98M ﹤0.01%
75,901
+35,101
2181
$1.97M ﹤0.01%
132,498
+7,611
2182
$1.97M ﹤0.01%
293,145
-835,608
2183
$1.96M ﹤0.01%
33,527
-33,364
2184
$1.96M ﹤0.01%
175,995
+39,635
2185
$1.95M ﹤0.01%
131,625
+3,422
2186
$1.95M ﹤0.01%
77,820
-19,248
2187
$1.95M ﹤0.01%
70,002
+9,368
2188
$1.95M ﹤0.01%
23,150
+19,079
2189
$1.94M ﹤0.01%
185,212
+91,725
2190
$1.94M ﹤0.01%
65,392
+14,175
2191
$1.94M ﹤0.01%
94,508
-100,867
2192
$1.93M ﹤0.01%
49,021
-13,835
2193
$1.92M ﹤0.01%
28,299
+918
2194
$1.92M ﹤0.01%
46,514
-162,733
2195
$1.92M ﹤0.01%
51,651
-1,364
2196
$1.92M ﹤0.01%
57,226
+3,457
2197
$1.91M ﹤0.01%
84,176
+7,674
2198
$1.91M ﹤0.01%
36,376
-2,218
2199
$1.91M ﹤0.01%
37,108
+3,755
2200
$1.91M ﹤0.01%
40,043
-338
86 87
88
89 90