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
2626
$2.4M ﹤0.01%
88,973
-38,186
2627
$2.39M ﹤0.01%
80,063
-5,294
2628
$2.39M ﹤0.01%
149,782
+29,708
2629
$2.39M ﹤0.01%
47,883
-15,747
2630
$2.39M ﹤0.01%
164,282
-6,035
2631
$2.39M ﹤0.01%
16,231
+11,884
2632
$2.38M ﹤0.01%
30,578
-132
2633
$2.37M ﹤0.01%
26,034
+8,670
2634
$2.37M ﹤0.01%
42,251
+9,052
2635
$2.36M ﹤0.01%
242,488
+71,466
2636
$2.36M ﹤0.01%
10,501
+48
2637
$2.36M ﹤0.01%
17,502
-1,229
2638
$2.35M ﹤0.01%
115,657
+31,574
2639
$2.35M ﹤0.01%
103,561
+5,381
2640
$2.35M ﹤0.01%
128,879
+100,095
2641
$2.35M ﹤0.01%
442,914
+46,253
2642
$2.34M ﹤0.01%
62,822
+62,729
2643
$2.33M ﹤0.01%
37,688
+13,446
2644
$2.33M ﹤0.01%
58,494
+4,544
2645
$2.33M ﹤0.01%
38,208
-45,829
2646
$2.33M ﹤0.01%
67,964
+60,899
2647
$2.32M ﹤0.01%
174,572
+60,783
2648
$2.32M ﹤0.01%
49,906
+39,618
2649
$2.31M ﹤0.01%
234,641
+16,719
2650
$2.31M ﹤0.01%
78,885
+10,103
104 105
106
107 108