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
2426
$1.43M ﹤0.01%
62,028
+592
2427
$1.43M ﹤0.01%
30,341
+10,067
2428
$1.42M ﹤0.01%
85,274
-133,300
2429
$1.42M ﹤0.01%
28,520
-24,921
2430
$1.42M ﹤0.01%
55,634
+40,553
2431
$1.42M ﹤0.01%
78,929
+74,726
2432
$1.42M ﹤0.01%
23,243
+13,191
2433
$1.42M ﹤0.01%
60,096
-56,026
2434
$1.42M ﹤0.01%
47,461
-52,347
2435
$1.42M ﹤0.01%
127,801
+10,069
2436
$1.41M ﹤0.01%
71,288
+39,456
2437
$1.41M ﹤0.01%
12,536
-13
2438
$1.41M ﹤0.01%
126,951
+16,407
2439
$1.41M ﹤0.01%
74,533
+3,320
2440
$1.41M ﹤0.01%
42,360
-12,462
2441
$1.41M ﹤0.01%
82,987
+908
2442
$1.41M ﹤0.01%
56,099
+4,021
2443
$1.4M ﹤0.01%
16,191
-24,877
2444
$1.4M ﹤0.01%
129,595
+2,358
2445
$1.4M ﹤0.01%
44,755
+3,825
2446
$1.4M ﹤0.01%
15,240
+12,041
2447
$1.4M ﹤0.01%
18,756
-5,185
2448
$1.39M ﹤0.01%
75,304
+5,300
2449
$1.39M ﹤0.01%
11,752
+9,350
2450
$1.39M ﹤0.01%
+17,840
96 97
98
99 100