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
3226
$1.06M ﹤0.01%
+51,788
3227
$1.05M ﹤0.01%
56,792
+4,256
3228
$1.05M ﹤0.01%
8,522
-21,855
3229
$1.05M ﹤0.01%
279,074
+68,260
3230
$1.05M ﹤0.01%
13,780
-11,749
3231
$1.05M ﹤0.01%
43,133
-3,374
3232
$1.04M ﹤0.01%
11,018
+3,536
3233
$1.04M ﹤0.01%
22,420
+8,442
3234
$1.04M ﹤0.01%
165,864
-194,208
3235
$1.04M ﹤0.01%
15,799
+14,585
3236
$1.04M ﹤0.01%
30,596
+20,401
3237
$1.04M ﹤0.01%
51,130
-75,325
3238
$1.04M ﹤0.01%
259,658
-6,947
3239
$1.04M ﹤0.01%
96,174
+95,687
3240
$1.03M ﹤0.01%
+58,767
3241
$1.03M ﹤0.01%
33,241
+19,051
3242
$1.03M ﹤0.01%
67,872
-1,364
3243
$1.03M ﹤0.01%
41,541
-8,228
3244
$1.03M ﹤0.01%
13,229
-70,372
3245
$1.03M ﹤0.01%
69,196
+25,004
3246
$1.02M ﹤0.01%
54,978
-544
3247
$1.02M ﹤0.01%
19,245
+864
3248
$1.01M ﹤0.01%
16,690
+46
3249
$1.01M ﹤0.01%
40,999
+2,498
3250
$1.01M ﹤0.01%
43,123
+10,774
128 129
130
131 132