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
3751
$485K ﹤0.01%
28,105
-89,872
3752
$484K ﹤0.01%
9,122
-5,371
3753
$483K ﹤0.01%
14,771
+9,401
3754
$482K ﹤0.01%
9,463
+541
3755
$481K ﹤0.01%
7,033
-53,843
3756
$481K ﹤0.01%
25,053
-23,742
3757
$481K ﹤0.01%
60,529
-1,981
3758
$481K ﹤0.01%
+16,044
3759
$475K ﹤0.01%
62,300
-4,600
3760
$475K ﹤0.01%
18,910
-1,901
3761
$474K ﹤0.01%
30,159
-13,033
3762
$474K ﹤0.01%
48,234
-2,571
3763
$473K ﹤0.01%
6,082
-8,566
3764
$473K ﹤0.01%
25,383
+15,205
3765
$473K ﹤0.01%
43,520
-9,230
3766
$471K ﹤0.01%
7,624
-1,948
3767
$471K ﹤0.01%
3,402
-1,074
3768
$469K ﹤0.01%
3,328
+25
3769
$469K ﹤0.01%
7,984
+978
3770
$469K ﹤0.01%
21,300
+18,929
3771
$468K ﹤0.01%
34,184
-46,700
3772
$468K ﹤0.01%
18,917
-15,085
3773
$467K ﹤0.01%
25,239
-40,411
3774
$467K ﹤0.01%
5,703
+2,767
3775
$467K ﹤0.01%
31,897
+3,563
149 150
151
152 153