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
551
$65.3M 0.02%
590,688
+35,234
552
$65.1M 0.02%
1,834,383
+363,134
553
$64.8M 0.02%
382,710
+67,908
554
$64.7M 0.02%
1,819,411
+397,796
555
$64.3M 0.02%
1,017,404
+74,452
556
$64.3M 0.02%
452,232
-103,987
557
$64.2M 0.02%
200,737
+28,705
558
$64.1M 0.02%
177,873
-119,631
559
$64M 0.02%
430,441
+181,926
560
$63.9M 0.02%
665,924
-10,448
561
$63.8M 0.02%
573,522
+11,422
562
$63.7M 0.02%
383,661
+1,034
563
$63.5M 0.02%
783,722
+35,523
564
$63M 0.02%
2,518,812
+41,300
565
$62.8M 0.02%
2,042,341
+694,585
566
$62.5M 0.02%
1,212,418
+7,158
567
$62.3M 0.02%
1,713,250
-150,450
568
$62.3M 0.02%
1,291,856
-124,042
569
$62.2M 0.02%
567,969
+197,099
570
$62.1M 0.02%
1,927,055
-1,061,993
571
$62.1M 0.02%
393,797
-40,259
572
$61.8M 0.02%
408,157
-45,555
573
$61.7M 0.02%
424,873
+88,047
574
$61.7M 0.02%
1,224,783
-53,632
575
$61.6M 0.02%
396,017
+14,400
21 22
23
24 25