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
3201
$1.09M ﹤0.01%
15,382
-24,916
3202
$1.09M ﹤0.01%
19,580
-1,159
3203
$1.08M ﹤0.01%
19,695
+2,482
3204
$1.08M ﹤0.01%
12,492
-2,315
3205
$1.08M ﹤0.01%
25,764
+2,179
3206
$1.08M ﹤0.01%
232,128
-24,117
3207
$1.07M ﹤0.01%
18,479
+390
3208
$1.07M ﹤0.01%
53,167
-14,425
3209
$1.07M ﹤0.01%
51,724
+3,827
3210
$1.07M ﹤0.01%
90,513
+5,315
3211
$1.07M ﹤0.01%
25,582
+24,648
3212
$1.07M ﹤0.01%
25,423
-4,951
3213
$1.07M ﹤0.01%
41,485
+40,136
3214
$1.07M ﹤0.01%
11,738
-465
3215
$1.07M ﹤0.01%
82,165
+19,665
3216
$1.07M ﹤0.01%
20,116
+382
3217
$1.07M ﹤0.01%
42,410
+8,774
3218
$1.07M ﹤0.01%
45,039
+41,336
3219
$1.07M ﹤0.01%
15,469
-33
3220
$1.07M ﹤0.01%
24,807
-21,672
3221
$1.07M ﹤0.01%
41,026
-28,037
3222
$1.06M ﹤0.01%
70,500
+6,823
3223
$1.06M ﹤0.01%
60,715
+822
3224
$1.06M ﹤0.01%
181,063
+13,519
3225
$1.06M ﹤0.01%
80,970
+851
127 128
129
130 131