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
276
$162M 0.05%
1,011,468
-22,783
277
$161M 0.05%
830,997
+247,709
278
$161M 0.05%
67,750
+28,708
279
$160M 0.05%
2,043,888
+45,534
280
$160M 0.05%
2,665,329
+35,129
281
$159M 0.05%
1,473,436
-157,258
282
$159M 0.05%
218,621
+84,785
283
$157M 0.05%
667,034
-15,820
284
$157M 0.05%
3,079,545
-136,570
285
$156M 0.05%
2,036,946
+294,960
286
$156M 0.05%
856,220
-23,369
287
$156M 0.05%
3,195,605
+223,542
288
$155M 0.05%
3,977,032
+227,996
289
$155M 0.05%
1,024,035
+657,708
290
$154M 0.05%
641,917
-231,504
291
$153M 0.05%
1,522,559
-79,741
292
$152M 0.05%
1,320,822
-77,429
293
$151M 0.05%
2,232,926
+991,900
294
$151M 0.05%
2,751,101
+33,854
295
$151M 0.05%
2,192,169
+40,035
296
$150M 0.05%
3,516,548
+196,720
297
$150M 0.05%
1,806,218
-222,479
298
$150M 0.05%
1,688,830
+37,988
299
$149M 0.05%
607,761
+187,819
300
$149M 0.05%
1,328,150
+159,819
10 11
12
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