UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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 Limited
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
1
$10.9B 6.84%
52,015,230
-3,106,323
2
$1.94B 1.22%
149,335,659
+13,163,135
3
$1.57B 0.98%
28,064,560
+1,919,689
4
$1.47B 0.92%
61,529,992
-6,923,396
5
$1.37B 0.86%
26,799,954
+1,008,215
6
$1.11B 0.69%
11,800,683
+2,528,909
7
$1.09B 0.69%
33,331,262
+3,041,117
8
$1.02B 0.64%
6,768,836
-89,088
9
$986M 0.62%
7,723,093
+344,683
10
$969M 0.61%
7,989,554
-306,895
11
$931M 0.59%
7,587,996
+1,119,845
12
$879M 0.55%
10,426,166
+667,647
13
$869M 0.55%
10,016,144
+603,567
14
$842M 0.53%
7,856,755
+1,507,076
15
$829M 0.52%
23,558,820
+2,276,000
16
$826M 0.52%
7,232,112
+615,969
17
$820M 0.52%
8,385,397
+1,895,389
18
$814M 0.51%
7,082,333
-1,417,252
19
$810M 0.51%
7,646,184
-19,954
20
$807M 0.51%
6,214,504
+254,879
21
$803M 0.5%
12,449,742
+565,106
22
$787M 0.49%
6,990,568
+556,007
23
$776M 0.49%
17,111,738
+748,246
24
$742M 0.47%
11,935,411
+340,510
25
$736M 0.46%
22,552,804
+181,163
1
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