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
2526
$2.71M ﹤0.01%
61,334
+60,782
2527
$2.71M ﹤0.01%
145,324
-5,883
2528
$2.71M ﹤0.01%
169,924
+34,399
2529
$2.71M ﹤0.01%
81,291
+74,994
2530
$2.7M ﹤0.01%
105,132
-2,258
2531
$2.7M ﹤0.01%
46,881
-25,087
2532
$2.7M ﹤0.01%
29,786
+11,953
2533
$2.7M ﹤0.01%
269,085
-4,696
2534
$2.69M ﹤0.01%
120,141
+57,616
2535
$2.69M ﹤0.01%
11,814
-610
2536
$2.68M ﹤0.01%
264,371
+30,607
2537
$2.68M ﹤0.01%
68,524
-1,340
2538
$2.68M ﹤0.01%
175,597
+16,554
2539
$2.67M ﹤0.01%
8,182
+4,766
2540
$2.67M ﹤0.01%
449,723
+435,197
2541
$2.66M ﹤0.01%
119,459
-7,096
2542
$2.66M ﹤0.01%
63,578
-215
2543
$2.66M ﹤0.01%
736,051
-220,468
2544
$2.65M ﹤0.01%
248,108
+239,993
2545
$2.65M ﹤0.01%
182,330
+1,043
2546
$2.64M ﹤0.01%
118,748
+627
2547
$2.63M ﹤0.01%
141,105
+127,481
2548
$2.62M ﹤0.01%
453,981
+187,097
2549
$2.61M ﹤0.01%
67,344
+1,554
2550
$2.61M ﹤0.01%
289,855
+174,571
100 101
102
103 104