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
2676
$2.23M ﹤0.01%
63,687
-611,422
2677
$2.23M ﹤0.01%
164,977
+43,610
2678
$2.23M ﹤0.01%
48,468
-167
2679
$2.23M ﹤0.01%
309,397
-24,112
2680
$2.22M ﹤0.01%
23,527
+10,347
2681
$2.22M ﹤0.01%
162,158
-38,674
2682
$2.22M ﹤0.01%
56,557
-22,059
2683
$2.21M ﹤0.01%
49,868
-9,725
2684
$2.21M ﹤0.01%
36,849
+13,266
2685
$2.21M ﹤0.01%
14,715
-1,444
2686
$2.21M ﹤0.01%
28,182
-11,580
2687
$2.21M ﹤0.01%
47,693
-885
2688
$2.21M ﹤0.01%
19,005
-117,803
2689
$2.2M ﹤0.01%
97,823
+127
2690
$2.2M ﹤0.01%
13,045
2691
$2.2M ﹤0.01%
22,086
+12,537
2692
$2.19M ﹤0.01%
79,182
-242,369
2693
$2.18M ﹤0.01%
33,373
+4,090
2694
$2.18M ﹤0.01%
162,902
+7,760
2695
$2.17M ﹤0.01%
143,178
+6,733
2696
$2.17M ﹤0.01%
72,895
-286,481
2697
$2.16M ﹤0.01%
172,693
+8,605
2698
$2.16M ﹤0.01%
15,453
+13
2699
$2.16M ﹤0.01%
20,195
+15,291
2700
$2.16M ﹤0.01%
39,441
-39,288
106 107
108
109 110