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
426
$94.3M 0.03%
713,643
+246,106
427
$93.8M 0.03%
1,090,331
+149
428
$93.7M 0.03%
1,809,705
-284,181
429
$93.2M 0.03%
2,233,920
-85,844
430
$93.2M 0.03%
1,131,465
+97,376
431
$93M 0.03%
4,204,694
+1,004,087
432
$92.8M 0.03%
2,533,982
+19,384
433
$92.3M 0.03%
609,517
+180,596
434
$91.7M 0.03%
1,712,231
+12,584
435
$91.6M 0.03%
1,709,862
-1,453,051
436
$91.3M 0.03%
632,141
+125,228
437
$91.2M 0.03%
502,848
+54,804
438
$90.9M 0.03%
1,935,228
-35,309
439
$90.7M 0.03%
1,407,618
+12,597
440
$90.4M 0.03%
413,039
-14,775
441
$90.2M 0.03%
1,746,060
+91,198
442
$89.8M 0.03%
2,605,876
+1,202,431
443
$89.5M 0.03%
1,571,931
+56,155
444
$89.1M 0.03%
4,250,138
+580,757
445
$89M 0.03%
11,424,815
+11,419,440
446
$88.8M 0.03%
313,963
+74,754
447
$88.5M 0.03%
1,184,279
-238,931
448
$88.3M 0.03%
1,212,455
-267,863
449
$87.8M 0.03%
501,004
-5,421
450
$87.8M 0.03%
135,703
-32,572
16 17
18
19 20