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
2376
$1.51M ﹤0.01%
82,331
+15,753
2377
$1.51M ﹤0.01%
33,264
+18,959
2378
$1.51M ﹤0.01%
60,623
-41,679
2379
$1.51M ﹤0.01%
53,672
+13,692
2380
$1.51M ﹤0.01%
350,976
-78,836
2381
$1.51M ﹤0.01%
193,371
+10,109
2382
$1.5M ﹤0.01%
70,647
+7,214
2383
$1.5M ﹤0.01%
59,052
-26,761
2384
$1.5M ﹤0.01%
65,354
-954
2385
$1.5M ﹤0.01%
43,280
-6,703
2386
$1.5M ﹤0.01%
34,725
-8,436
2387
$1.5M ﹤0.01%
62,530
-23,342
2388
$1.5M ﹤0.01%
34,109
-1,522
2389
$1.5M ﹤0.01%
305,113
-122,592
2390
$1.49M ﹤0.01%
94,877
+404
2391
$1.49M ﹤0.01%
30,268
+24,522
2392
$1.49M ﹤0.01%
93,945
-4,914
2393
$1.49M ﹤0.01%
52,999
-69,099
2394
$1.49M ﹤0.01%
64,029
-4,848
2395
$1.48M ﹤0.01%
123,021
-111,240
2396
$1.48M ﹤0.01%
46,997
+708
2397
$1.48M ﹤0.01%
200,959
+15,286
2398
$1.48M ﹤0.01%
89,257
-3,836
2399
$1.47M ﹤0.01%
64,673
+33,095
2400
$1.47M ﹤0.01%
47,987
-570,338
94 95
96
97 98