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
2401
$1.47M ﹤0.01%
49,530
+2,377
2402
$1.47M ﹤0.01%
43,261
-104
2403
$1.47M ﹤0.01%
50,397
-17,852
2404
$1.46M ﹤0.01%
50,258
-122,298
2405
$1.46M ﹤0.01%
94,226
+35,160
2406
$1.46M ﹤0.01%
32,172
+14,018
2407
$1.45M ﹤0.01%
59,870
-9,042
2408
$1.45M ﹤0.01%
33,605
+6,009
2409
$1.45M ﹤0.01%
68,776
+25,607
2410
$1.45M ﹤0.01%
73,880
+72,926
2411
$1.45M ﹤0.01%
48,598
-332
2412
$1.45M ﹤0.01%
72,670
+46,031
2413
$1.44M ﹤0.01%
18,655
-2,143
2414
$1.44M ﹤0.01%
59,375
-2,347
2415
$1.44M ﹤0.01%
22,304
-5,654
2416
$1.44M ﹤0.01%
64,917
-1,237
2417
$1.44M ﹤0.01%
125,335
+31,774
2418
$1.44M ﹤0.01%
101,984
+1,964
2419
$1.44M ﹤0.01%
64,323
+63,852
2420
$1.43M ﹤0.01%
92,340
+12,650
2421
$1.43M ﹤0.01%
53,011
+26,856
2422
$1.43M ﹤0.01%
112,073
-1,121
2423
$1.43M ﹤0.01%
63,528
-5,121
2424
$1.43M ﹤0.01%
69,412
-5,919
2425
$1.43M ﹤0.01%
41,975
+4,274
95 96
97
98 99