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
$239B
AUM Growth
+$1.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,529
New
Increased
Reduced
Closed

Top Buys

1
+$520M
2
+$501M
3
+$465M
4
WTW icon
Willis Towers Watson
WTW
+$423M
5
AMZN icon
Amazon
AMZN
+$354M

Top Sells

1
+$608M
2
+$282M
3
+$211M
4
DHR icon
Danaher
DHR
+$186M
5
ADBE icon
Adobe
ADBE
+$184M

Sector Composition

1 Technology 16.17%
2 Financials 9.63%
3 Consumer Discretionary 8.07%
4 Healthcare 8.02%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$205M 0.06%
796,194
+144,850
227
$204M 0.06%
6,862,922
+1,556,188
228
$203M 0.06%
1,216,452
+304,330
229
$202M 0.06%
1,999,440
-19,128
230
$202M 0.06%
604,441
+35,294
231
$202M 0.06%
1,732,229
+463,642
232
$199M 0.06%
1,336,004
+25,770
233
$199M 0.06%
2,285,505
-215,344
234
$198M 0.06%
1,028,881
-153,342
235
$196M 0.06%
3,734,640
+660,380
236
$196M 0.06%
1,783,273
+30,619
237
$194M 0.06%
1,517,324
-197,099
238
$194M 0.06%
1,512,376
+370,140
239
$194M 0.06%
2,090,063
+174,852
240
$193M 0.06%
2,942,807
-73,544
241
$192M 0.06%
6,126,082
+192,804
242
$190M 0.06%
722,254
-9,183
243
$190M 0.06%
1,335,152
+525,450
244
$189M 0.06%
1,941,361
+142,454
245
$189M 0.06%
1,507,577
-65,010
246
$187M 0.06%
1,647,812
+52,406
247
$187M 0.06%
1,062,340
-83,699
248
$186M 0.06%
2,408,532
-88,699
249
$186M 0.06%
947,081
+3,816
250
$185M 0.06%
1,469,803
-541,065
8 9
10
11 12