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
2826
$1.78M ﹤0.01%
178,295
-2,828
2827
$1.78M ﹤0.01%
27,922
-18,719
2828
$1.78M ﹤0.01%
81,366
+37,973
2829
$1.77M ﹤0.01%
31,205
+20,191
2830
$1.77M ﹤0.01%
52,058
+36,761
2831
$1.77M ﹤0.01%
129,899
+678
2832
$1.76M ﹤0.01%
+22,300
2833
$1.76M ﹤0.01%
82,880
-77,897
2834
$1.76M ﹤0.01%
105,638
+14,485
2835
$1.76M ﹤0.01%
69,511
+883
2836
$1.76M ﹤0.01%
229,675
+41,678
2837
$1.75M ﹤0.01%
11,548
-2,020
2838
$1.75M ﹤0.01%
151,221
-15,468
2839
$1.75M ﹤0.01%
516,008
-6,052
2840
$1.75M ﹤0.01%
34,857
+24,011
2841
$1.74M ﹤0.01%
12,047
-1,716
2842
$1.74M ﹤0.01%
34,665
+4,960
2843
$1.74M ﹤0.01%
62,709
+9,836
2844
$1.74M ﹤0.01%
42,922
+5,040
2845
$1.74M ﹤0.01%
56,098
-9,582
2846
$1.74M ﹤0.01%
142,015
-131,818
2847
$1.73M ﹤0.01%
34,047
-3,084
2848
$1.73M ﹤0.01%
18,118
+6,196
2849
$1.73M ﹤0.01%
68,930
+49,073
2850
$1.73M ﹤0.01%
21,614
+15,536
112 113
114
115 116