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
501
$74.6M 0.02%
279,861
+15,461
502
$74.6M 0.02%
1,351,440
+212,155
503
$74.3M 0.02%
2,254,965
-1,045,305
504
$73.8M 0.02%
515,808
+47,650
505
$73.8M 0.02%
527,509
-18,314
506
$73.7M 0.02%
3,402,551
+348,766
507
$73.3M 0.02%
770,428
+246,876
508
$73.3M 0.02%
1,519,225
-492,943
509
$73.1M 0.02%
905,925
-111,670
510
$72.9M 0.02%
1,038,299
-75,894
511
$72.8M 0.02%
1,169,106
-107,546
512
$72.8M 0.02%
3,368,874
-380,445
513
$72.6M 0.02%
2,079,522
-173,784
514
$72.3M 0.02%
203,568
-81,011
515
$71.9M 0.02%
537,732
-24,606
516
$71.8M 0.02%
2,823,681
+176,528
517
$71.5M 0.02%
107,427
-6,315
518
$71.5M 0.02%
3,074,722
+3,000,118
519
$71.1M 0.02%
1,131,391
+339,211
520
$71.1M 0.02%
355,209
-54,175
521
$70.8M 0.02%
1,204,112
+11,118
522
$70.7M 0.02%
2,941,694
+459,842
523
$70.7M 0.02%
3,745,443
+301,651
524
$70.4M 0.02%
861,075
+90,527
525
$70.2M 0.02%
571,134
-14,881
19 20
21
22 23