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
526
$70.1M 0.02%
335,700
-16,054
527
$69.7M 0.02%
872,540
-40,175
528
$69.6M 0.02%
1,382,855
-11,006
529
$69.4M 0.02%
1,446,012
+47,464
530
$69.3M 0.02%
1,358,459
-51,168
531
$69M 0.02%
1,885,455
-206,189
532
$68.9M 0.02%
4,769,358
+229,105
533
$68.9M 0.02%
727,341
-649
534
$68.8M 0.02%
1,039,890
+70,511
535
$67.7M 0.02%
1,016,877
+39,004
536
$67.6M 0.02%
885,993
-80,761
537
$67.3M 0.02%
954,416
+128,800
538
$67.3M 0.02%
752,275
+23,729
539
$67.2M 0.02%
222,138
+66,134
540
$67.1M 0.02%
1,574,485
+70,362
541
$67M 0.02%
902,919
+83,949
542
$67M 0.02%
1,695,924
+918,587
543
$67M 0.02%
1,259,221
-36,516
544
$66.5M 0.02%
602,036
-214,004
545
$66.3M 0.02%
1,339,312
+1,328,470
546
$66M 0.02%
759,794
+234,931
547
$65.8M 0.02%
228,297
+105,581
548
$65.8M 0.02%
783,346
-17,134
549
$65.8M 0.02%
1,014,276
-28,975
550
$65.4M 0.02%
388,492
+121,980
20 21
22
23 24