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
2926
$1.57M ﹤0.01%
9,872
-1,162
2927
$1.57M ﹤0.01%
116,098
-25,694
2928
$1.57M ﹤0.01%
26,485
+10,877
2929
$1.57M ﹤0.01%
55,699
+4,195
2930
$1.57M ﹤0.01%
63,206
-16,482
2931
$1.56M ﹤0.01%
39,173
-59,478
2932
$1.56M ﹤0.01%
67,456
+2,832
2933
$1.56M ﹤0.01%
74,197
+36,697
2934
$1.56M ﹤0.01%
32,867
+1,166
2935
$1.56M ﹤0.01%
16,990
+6,844
2936
$1.55M ﹤0.01%
8,595
-2,210
2937
$1.55M ﹤0.01%
41,993
+34,144
2938
$1.55M ﹤0.01%
68,893
-659
2939
$1.54M ﹤0.01%
19,520
-31,759
2940
$1.54M ﹤0.01%
42,613
-27,841
2941
$1.53M ﹤0.01%
41,198
-16,206
2942
$1.53M ﹤0.01%
157,150
+27,632
2943
$1.53M ﹤0.01%
131,789
+2,765
2944
$1.53M ﹤0.01%
21,885
-5,025
2945
$1.52M ﹤0.01%
60,629
-3,389
2946
$1.52M ﹤0.01%
528,845
+390,489
2947
$1.52M ﹤0.01%
28,488
-11,045
2948
$1.52M ﹤0.01%
20,198
-899
2949
$1.52M ﹤0.01%
26,928
+671
2950
$1.51M ﹤0.01%
209,724
+57,354
116 117
118
119 120