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
3526
$682K ﹤0.01%
138,191
-10,246
3527
$681K ﹤0.01%
18,803
-69,109
3528
$681K ﹤0.01%
43,410
-2,961
3529
$681K ﹤0.01%
20,158
-24,761
3530
$680K ﹤0.01%
29,451
-2,183
3531
$678K ﹤0.01%
8,817
-1,619
3532
$678K ﹤0.01%
23,481
+3,439
3533
$677K ﹤0.01%
52,939
+3,517
3534
$676K ﹤0.01%
14,353
+761
3535
$675K ﹤0.01%
9,233
+4,308
3536
$674K ﹤0.01%
5,522
-1,196
3537
$674K ﹤0.01%
63,350
+56,552
3538
$672K ﹤0.01%
9,456
+3,163
3539
$667K ﹤0.01%
42,327
+2,437
3540
$664K ﹤0.01%
16,889
-1,025
3541
$664K ﹤0.01%
20,519
-67,887
3542
$660K ﹤0.01%
234,948
+11,154
3543
$658K ﹤0.01%
56,507
-8,938
3544
$657K ﹤0.01%
33,386
+2,988
3545
$657K ﹤0.01%
10,088
+627
3546
$655K ﹤0.01%
10,459
+660
3547
$654K ﹤0.01%
1,470
-47
3548
$651K ﹤0.01%
5,095
+8
3549
$649K ﹤0.01%
81,653
+1,760
3550
$649K ﹤0.01%
15,153
140 141
142
143 144