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
3001
$1.42M ﹤0.01%
21,333
+20,670
3002
$1.41M ﹤0.01%
25,915
+752
3003
$1.41M ﹤0.01%
36,800
+963
3004
$1.41M ﹤0.01%
48,725
+3,933
3005
$1.41M ﹤0.01%
25,081
-10,422
3006
$1.4M ﹤0.01%
111,850
+9,551
3007
$1.4M ﹤0.01%
40,091
+688
3008
$1.39M ﹤0.01%
7,180
+4,755
3009
$1.39M ﹤0.01%
43,286
-39,977
3010
$1.39M ﹤0.01%
32,015
+281
3011
$1.38M ﹤0.01%
3,635
+1,432
3012
$1.38M ﹤0.01%
41,002
-2,462
3013
$1.38M ﹤0.01%
59,019
-573
3014
$1.38M ﹤0.01%
111,268
+66,548
3015
$1.38M ﹤0.01%
142,830
-8,975
3016
$1.38M ﹤0.01%
95,439
+884
3017
$1.38M ﹤0.01%
20,280
-14,768
3018
$1.38M ﹤0.01%
277,745
+227,953
3019
$1.37M ﹤0.01%
46,789
+14,786
3020
$1.37M ﹤0.01%
19,139
-634
3021
$1.37M ﹤0.01%
193,638
+140,198
3022
$1.37M ﹤0.01%
105,955
-17,125
3023
$1.36M ﹤0.01%
65,788
-132,302
3024
$1.36M ﹤0.01%
18,176
-38,075
3025
$1.36M ﹤0.01%
28,299
-23,067
119 120
121
122 123