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
2951
$1.51M ﹤0.01%
60,263
+23,005
2952
$1.51M ﹤0.01%
18,597
-11,498
2953
$1.51M ﹤0.01%
31,138
-10,886
2954
$1.51M ﹤0.01%
36,225
-17,914
2955
$1.51M ﹤0.01%
45,015
+26,797
2956
$1.51M ﹤0.01%
160,911
+4,207
2957
$1.5M ﹤0.01%
114,346
+4,501
2958
$1.5M ﹤0.01%
46,852
+12,392
2959
$1.5M ﹤0.01%
35,238
-11,531
2960
$1.5M ﹤0.01%
26,740
-52,675
2961
$1.49M ﹤0.01%
108,407
-3,746
2962
$1.49M ﹤0.01%
17,572
-7,197
2963
$1.49M ﹤0.01%
132,170
+40,802
2964
$1.49M ﹤0.01%
88,239
-358
2965
$1.49M ﹤0.01%
12,887
-1,157
2966
$1.49M ﹤0.01%
48,190
-1,500
2967
$1.48M ﹤0.01%
26,190
-22,460
2968
$1.48M ﹤0.01%
7,431
-5,252
2969
$1.48M ﹤0.01%
5,680
+4,000
2970
$1.47M ﹤0.01%
47,645
+13,277
2971
$1.47M ﹤0.01%
30,798
-6,683
2972
$1.47M ﹤0.01%
116,984
+13,290
2973
$1.47M ﹤0.01%
31,192
-292
2974
$1.46M ﹤0.01%
42,540
+36,600
2975
$1.46M ﹤0.01%
78,461
+36,377
117 118
119
120 121