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
351
$128M 0.04%
205,793
+45,772
352
$128M 0.04%
2,533,578
+284,679
353
$128M 0.04%
532,495
-46,673
354
$126M 0.04%
207,165
-153
355
$126M 0.04%
2,505,040
-119,959
356
$125M 0.04%
15,875,889
+13,025,689
357
$125M 0.04%
205,877
+48,150
358
$124M 0.04%
1,266,688
-377
359
$124M 0.04%
2,245,485
+1,777,527
360
$123M 0.04%
1,532,281
-396,767
361
$123M 0.04%
2,561,508
+129,154
362
$123M 0.04%
4,905,317
+1,311,445
363
$123M 0.04%
612,854
-23,430
364
$123M 0.04%
2,049,280
-21,986
365
$123M 0.04%
3,438,996
-69,711
366
$122M 0.04%
3,307,689
+1,131,744
367
$120M 0.04%
1,047,897
-38,472
368
$120M 0.04%
4,504,671
-67,364
369
$120M 0.04%
3,714,484
+189,579
370
$120M 0.04%
1,171,529
+125,171
371
$120M 0.04%
1,611,903
-185,028
372
$120M 0.04%
2,808,245
+1,260,124
373
$120M 0.04%
2,324,150
-360,912
374
$119M 0.04%
3,248,108
+350,538
375
$119M 0.04%
1,041,913
+73,993
13 14
15
16 17