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
2276
$1.72M ﹤0.01%
42,060
+12,220
2277
$1.72M ﹤0.01%
74,155
-1,050
2278
$1.72M ﹤0.01%
35,889
-37,049
2279
$1.72M ﹤0.01%
38,236
-1,001
2280
$1.72M ﹤0.01%
55,575
+3,141
2281
$1.72M ﹤0.01%
370,238
+40,944
2282
$1.71M ﹤0.01%
48,853
-14,057
2283
$1.71M ﹤0.01%
44,984
-11,300
2284
$1.71M ﹤0.01%
12,155
-3,801
2285
$1.71M ﹤0.01%
187,350
+21,070
2286
$1.71M ﹤0.01%
30,785
-23,402
2287
$1.7M ﹤0.01%
46,912
+30,634
2288
$1.7M ﹤0.01%
176,282
-14,671
2289
$1.69M ﹤0.01%
40,670
+5,572
2290
$1.69M ﹤0.01%
98,465
-9,648
2291
$1.69M ﹤0.01%
45,287
+36,962
2292
$1.69M ﹤0.01%
72,632
-12,573
2293
$1.69M ﹤0.01%
220,061
+35,161
2294
$1.69M ﹤0.01%
68,934
-11,188
2295
$1.69M ﹤0.01%
63,788
+43,175
2296
$1.69M ﹤0.01%
30,412
-33,028
2297
$1.69M ﹤0.01%
27,460
+15,302
2298
$1.68M ﹤0.01%
16,973
-28,755
2299
$1.68M ﹤0.01%
22,275
-7,621
2300
$1.68M ﹤0.01%
290,440
+142,135
90 91
92
93 94