UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
26
$1.38B 0.43%
8,165,147
-342,680
27
$1.35B 0.42%
25,315,695
-1,302,475
28
$1.31B 0.41%
10,472,229
-521,364
29
$1.31B 0.41%
2,287,931
-10,592
30
$1.28B 0.4%
2,214,674
-320,032
31
$1.24B 0.39%
5,131,872
+34,900
32
$1.19B 0.38%
2,652,351
+109,827
33
$1.18B 0.37%
19,152,054
+212,839
34
$1.18B 0.37%
21,116,181
-1,161,556
35
$1.17B 0.37%
2,975,922
+17,034
36
$1.17B 0.37%
22,152,350
+403,845
37
$1.1B 0.35%
2,826,461
-157,983
38
$1.09B 0.34%
6,934,212
+124,598
39
$1.07B 0.34%
20,397,762
+1,225,208
40
$1.05B 0.33%
3,834,242
+59,812
41
$1.04B 0.33%
9,658,887
+21,075
42
$1.03B 0.32%
3,951,167
+635,335
43
$1.02B 0.32%
9,359,673
-154,311
44
$1B 0.32%
19,846,988
+550,624
45
$982M 0.31%
12,505,619
+738,479
46
$955M 0.3%
9,555,910
-1,539,079
47
$950M 0.3%
12,646,488
+1,874,333
48
$950M 0.3%
19,585,710
-1,418,270
49
$918M 0.29%
4,324,368
+190,056
50
$918M 0.29%
5,041,005
-11,372
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2
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