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
2701
$2.15M ﹤0.01%
30,235
+2,844
2702
$2.15M ﹤0.01%
179,984
+30,065
2703
$2.14M ﹤0.01%
57,173
+24,415
2704
$2.13M ﹤0.01%
172,110
-195,159
2705
$2.13M ﹤0.01%
57,297
+242
2706
$2.12M ﹤0.01%
26,601
+13,994
2707
$2.12M ﹤0.01%
83,830
+29,522
2708
$2.12M ﹤0.01%
294,776
-8,146
2709
$2.12M ﹤0.01%
318,505
+25,365
2710
$2.12M ﹤0.01%
77,509
+29,915
2711
$2.12M ﹤0.01%
84,178
+1,750
2712
$2.11M ﹤0.01%
79,209
+873
2713
$2.11M ﹤0.01%
28,883
+4,546
2714
$2.1M ﹤0.01%
1,431,482
+442,575
2715
$2.1M ﹤0.01%
137,620
-150,078
2716
$2.1M ﹤0.01%
35,674
+768
2717
$2.1M ﹤0.01%
14,483
-116
2718
$2.1M ﹤0.01%
14,145
-5,669
2719
$2.1M ﹤0.01%
217,790
-16,345
2720
$2.1M ﹤0.01%
9,888
-3,622
2721
$2.09M ﹤0.01%
59,481
-12,261
2722
$2.09M ﹤0.01%
105,830
-32,711
2723
$2.09M ﹤0.01%
257,024
-33,335
2724
$2.08M ﹤0.01%
49,856
+18,842
2725
$2.08M ﹤0.01%
65,556
+25,532
107 108
109
110 111