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
2976
$1.46M ﹤0.01%
12,659
-31,531
2977
$1.46M ﹤0.01%
81,470
+71,837
2978
$1.45M ﹤0.01%
53,703
-16,819
2979
$1.45M ﹤0.01%
28,582
+2,521
2980
$1.45M ﹤0.01%
90,981
-319
2981
$1.45M ﹤0.01%
41,978
+41,661
2982
$1.45M ﹤0.01%
110,210
+37,121
2983
$1.45M ﹤0.01%
81,377
+58,265
2984
$1.44M ﹤0.01%
64,640
+21,606
2985
$1.44M ﹤0.01%
51,885
+43,203
2986
$1.44M ﹤0.01%
70,843
-8,255
2987
$1.44M ﹤0.01%
56,646
-42,393
2988
$1.44M ﹤0.01%
20,940
+7,598
2989
$1.44M ﹤0.01%
154,560
-2,608
2990
$1.44M ﹤0.01%
197,683
-3,492
2991
$1.44M ﹤0.01%
16,027
+8,632
2992
$1.43M ﹤0.01%
58,323
-38,303
2993
$1.43M ﹤0.01%
2,056
-121
2994
$1.43M ﹤0.01%
51,075
+220
2995
$1.43M ﹤0.01%
15,340
+13,430
2996
$1.43M ﹤0.01%
160,085
-130,099
2997
$1.43M ﹤0.01%
72,982
-2,987
2998
$1.43M ﹤0.01%
132,500
-19,646
2999
$1.42M ﹤0.01%
104,722
-625
3000
$1.42M ﹤0.01%
284,985
+171,901
118 119
120
121 122