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
3151
$1.15M ﹤0.01%
49,372
-40,234
3152
$1.15M ﹤0.01%
65,968
+60,700
3153
$1.15M ﹤0.01%
35,250
-9,372
3154
$1.14M ﹤0.01%
14,052
+3,356
3155
$1.14M ﹤0.01%
9,346
-894
3156
$1.14M ﹤0.01%
7,652
+7,425
3157
$1.14M ﹤0.01%
66,688
+43,451
3158
$1.14M ﹤0.01%
19,460
+71
3159
$1.14M ﹤0.01%
33,337
-26,147
3160
$1.13M ﹤0.01%
10,182
+190
3161
$1.13M ﹤0.01%
4,889
+123
3162
$1.13M ﹤0.01%
63,334
+8,963
3163
$1.13M ﹤0.01%
44,371
+21,160
3164
$1.13M ﹤0.01%
39,390
+31,150
3165
$1.13M ﹤0.01%
41,783
+1,334
3166
$1.13M ﹤0.01%
80,400
-33,786
3167
$1.13M ﹤0.01%
26,652
+4,245
3168
$1.13M ﹤0.01%
+98,080
3169
$1.12M ﹤0.01%
171,438
-3,993
3170
$1.12M ﹤0.01%
9,667
-3,531
3171
$1.12M ﹤0.01%
44,180
+40,849
3172
$1.12M ﹤0.01%
13,843
-6,823
3173
$1.12M ﹤0.01%
172,400
-10,587
3174
$1.11M ﹤0.01%
23,126
+20,051
3175
$1.11M ﹤0.01%
281,698
+38,852
125 126
127
128 129