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
2451
$1.39M ﹤0.01%
15,708
+6,473
2452
$1.39M ﹤0.01%
40,332
+7,358
2453
$1.39M ﹤0.01%
65,337
+15,147
2454
$1.39M ﹤0.01%
42,326
-15,788
2455
$1.38M ﹤0.01%
16,751
+10,826
2456
$1.38M ﹤0.01%
79,576
+9,103
2457
$1.38M ﹤0.01%
59,859
+28,178
2458
$1.38M ﹤0.01%
27,292
+493
2459
$1.38M ﹤0.01%
23,209
-8,771
2460
$1.38M ﹤0.01%
84,861
-85,461
2461
$1.38M ﹤0.01%
64,662
-75,898
2462
$1.37M ﹤0.01%
125,665
-20,384
2463
$1.37M ﹤0.01%
269,978
+128,104
2464
$1.37M ﹤0.01%
47,992
+40,588
2465
$1.37M ﹤0.01%
55,493
+477
2466
$1.36M ﹤0.01%
261,306
+41,794
2467
$1.36M ﹤0.01%
17,771
-1,445
2468
$1.36M ﹤0.01%
49,226
+7,387
2469
$1.36M ﹤0.01%
88,688
-85,423
2470
$1.36M ﹤0.01%
48,989
+3,373
2471
$1.36M ﹤0.01%
53,127
-5,695
2472
$1.36M ﹤0.01%
150,463
+11,779
2473
$1.36M ﹤0.01%
130,465
-62,644
2474
$1.36M ﹤0.01%
79,996
+79,846
2475
$1.35M ﹤0.01%
178,857
-9,385
97 98
99
100 101