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
2726
$2.07M ﹤0.01%
14,747
-1,939
2727
$2.07M ﹤0.01%
49,945
-12,288
2728
$2.06M ﹤0.01%
51,175
+1,996
2729
$2.06M ﹤0.01%
27,170
-49,235
2730
$2.06M ﹤0.01%
944,969
+834,596
2731
$2.06M ﹤0.01%
93,600
-90,809
2732
$2.05M ﹤0.01%
41,629
+18,317
2733
$2.05M ﹤0.01%
49,542
-52,222
2734
$2.05M ﹤0.01%
92,224
-6,019
2735
$2.05M ﹤0.01%
14,145
-926
2736
$2.05M ﹤0.01%
111,495
+85,405
2737
$2.05M ﹤0.01%
79,961
-23,520
2738
$2.04M ﹤0.01%
53,367
-131,157
2739
$2.04M ﹤0.01%
34,265
-364
2740
$2.04M ﹤0.01%
157,298
-78,376
2741
$2.04M ﹤0.01%
348,484
+99,765
2742
$2.04M ﹤0.01%
14,270
-6,405
2743
$2.04M ﹤0.01%
156,802
+4,905
2744
$2.03M ﹤0.01%
26,703
-9,922
2745
$2.03M ﹤0.01%
112,871
+38,123
2746
$2.03M ﹤0.01%
24,006
-9,787
2747
$2.03M ﹤0.01%
35,325
-16,323
2748
$2.02M ﹤0.01%
149,220
+44,034
2749
$2.02M ﹤0.01%
36,071
+1,030
2750
$2.02M ﹤0.01%
35,856
-14,100
108 109
110
111 112