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
251
$183M 0.06%
875,189
+24,779
252
$182M 0.06%
3,118,405
-464,665
253
$182M 0.06%
830,346
-46,706
254
$181M 0.06%
485,480
+20,711
255
$179M 0.06%
7,247,637
+196,653
256
$179M 0.06%
8,259,025
+2,253,068
257
$178M 0.06%
1,961,043
+309,365
258
$177M 0.06%
3,359,649
-1,282,409
259
$177M 0.06%
2,363,652
+78,790
260
$177M 0.06%
569,825
-7,702
261
$177M 0.06%
1,513,668
+176,160
262
$176M 0.06%
4,342,179
+2,399,592
263
$176M 0.06%
898,833
-74,970
264
$172M 0.05%
5,818,193
+989,414
265
$172M 0.05%
718,080
-65,940
266
$169M 0.05%
3,553,986
+398,788
267
$168M 0.05%
2,115,293
+44,066
268
$167M 0.05%
11,796,348
+353,305
269
$165M 0.05%
3,108,069
+185,882
270
$165M 0.05%
796,130
-72,300
271
$164M 0.05%
416,581
+49,353
272
$164M 0.05%
6,186,787
-36,376
273
$164M 0.05%
219,983
+12,651
274
$163M 0.05%
1,093,068
+86,503
275
$163M 0.05%
1,058,156
+133,606
9 10
11
12 13