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
3026
$1.36M ﹤0.01%
7,596
+591
3027
$1.36M ﹤0.01%
89,191
-1,381
3028
$1.35M ﹤0.01%
50,212
-9,055
3029
$1.35M ﹤0.01%
245,031
+25,879
3030
$1.35M ﹤0.01%
202,485
-97,515
3031
$1.35M ﹤0.01%
18,386
+2,425
3032
$1.35M ﹤0.01%
70,513
+52,141
3033
$1.34M ﹤0.01%
57,964
+49,062
3034
$1.34M ﹤0.01%
67,264
-344,454
3035
$1.33M ﹤0.01%
148,370
+56,136
3036
$1.33M ﹤0.01%
104,557
+51,226
3037
$1.33M ﹤0.01%
4,883
+2,516
3038
$1.33M ﹤0.01%
28,104
-741
3039
$1.33M ﹤0.01%
23,158
-896
3040
$1.33M ﹤0.01%
66,146
+6,483
3041
$1.33M ﹤0.01%
560,889
-922,677
3042
$1.33M ﹤0.01%
12,743
-3,364
3043
$1.32M ﹤0.01%
8,066
-4,407
3044
$1.32M ﹤0.01%
111,562
-11,547
3045
$1.32M ﹤0.01%
12,938
-23,591
3046
$1.32M ﹤0.01%
55,825
-3,368
3047
$1.32M ﹤0.01%
6,842
-1,292
3048
$1.32M ﹤0.01%
22,759
-30,871
3049
$1.31M ﹤0.01%
131,482
+6,552
3050
$1.31M ﹤0.01%
20,785
-4,149
120 121
122
123 124