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
451
$87.8M 0.03%
455,048
-20,556
452
$87.5M 0.03%
528,507
+7,338
453
$87M 0.03%
2,186,457
-5,329
454
$86.2M 0.03%
891,003
-190,881
455
$86M 0.03%
2,044,208
+696,206
456
$85.3M 0.03%
3,738,242
+59,676
457
$85M 0.03%
426,427
+120,901
458
$85M 0.03%
776,805
+12,257
459
$84.3M 0.03%
2,310,167
+144,490
460
$84.2M 0.03%
1,828,925
+306,221
461
$83.8M 0.03%
1,974,043
+63,896
462
$83.6M 0.03%
344,498
+23,200
463
$82.9M 0.03%
185,885
-13,371
464
$82.8M 0.03%
1,627,628
+130,914
465
$82.8M 0.03%
212,662
+6,481
466
$82.4M 0.03%
1,988,171
+30,644
467
$82.3M 0.03%
2,372,856
+721,460
468
$82.1M 0.03%
1,511,581
-62,462
469
$81.9M 0.03%
302,677
+119,792
470
$81.7M 0.03%
1,234,468
-583,295
471
$81.5M 0.03%
1,315,506
-641,924
472
$80.9M 0.03%
1,347,384
-38,776
473
$80.6M 0.03%
4,550,470
+53,012
474
$80.4M 0.03%
993,434
+181,436
475
$80.2M 0.03%
605,184
+51,477
17 18
19
20 21