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
2576
$2.55M ﹤0.01%
289,960
+46,015
2577
$2.55M ﹤0.01%
56,612
+27,836
2578
$2.55M ﹤0.01%
7,725
+6,874
2579
$2.54M ﹤0.01%
41,397
-88,821
2580
$2.54M ﹤0.01%
93,519
-998
2581
$2.52M ﹤0.01%
90,835
+39,614
2582
$2.51M ﹤0.01%
91,110
+77,183
2583
$2.5M ﹤0.01%
72,507
+4,804
2584
$2.5M ﹤0.01%
32,131
+23,344
2585
$2.5M ﹤0.01%
146,000
+38,345
2586
$2.5M ﹤0.01%
290,233
+17,058
2587
$2.49M ﹤0.01%
55,738
+652
2588
$2.49M ﹤0.01%
169,392
-8,252
2589
$2.49M ﹤0.01%
30,798
+612
2590
$2.49M ﹤0.01%
355,123
+11,943
2591
$2.49M ﹤0.01%
85,764
+439
2592
$2.49M ﹤0.01%
273,060
+269,111
2593
$2.49M ﹤0.01%
90,145
+5,875
2594
$2.48M ﹤0.01%
62,354
+39,058
2595
$2.48M ﹤0.01%
212,261
-7,991
2596
$2.48M ﹤0.01%
99,063
-7,148
2597
$2.48M ﹤0.01%
376,298
-183,912
2598
$2.48M ﹤0.01%
166,873
+2,238
2599
$2.47M ﹤0.01%
214,378
+11,818
2600
$2.47M ﹤0.01%
37,143
+28,894
102 103
104
105 106