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
326
$138M 0.04%
921,585
-244,553
327
$138M 0.04%
1,306,239
+28,870
328
$137M 0.04%
2,688,577
+1,742,021
329
$136M 0.04%
917,304
-416,253
330
$136M 0.04%
5,326,338
+170,451
331
$136M 0.04%
2,888,502
+95,048
332
$135M 0.04%
5,017,287
+287,964
333
$135M 0.04%
2,128,517
-159,536
334
$134M 0.04%
635,162
+542
335
$134M 0.04%
1,209,730
+722,160
336
$134M 0.04%
923,242
+382,508
337
$134M 0.04%
6,994,631
-3,845,874
338
$133M 0.04%
971,679
+50,156
339
$133M 0.04%
4,097,078
-170,190
340
$133M 0.04%
5,978,381
-248,035
341
$133M 0.04%
1,406,838
+17,044
342
$132M 0.04%
2,145,154
-310,183
343
$132M 0.04%
1,078,552
+7,378
344
$132M 0.04%
1,507,426
-138,894
345
$131M 0.04%
1,800,067
+225,074
346
$131M 0.04%
2,260,275
+375,971
347
$131M 0.04%
1,901,538
-197,089
348
$130M 0.04%
997,565
+60,105
349
$129M 0.04%
1,258,280
-24,377
350
$129M 0.04%
794,806
+221,915
12 13
14
15 16