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
601
$57M 0.02%
462,230
-91,363
602
$57M 0.02%
956,296
+758
603
$57M 0.02%
2,173,538
+382,756
604
$56.9M 0.02%
1,128,153
+145,367
605
$56.6M 0.02%
1,500,525
-17,627
606
$56.6M 0.02%
1,488,074
+135,778
607
$56.5M 0.02%
83,560
+45,223
608
$56.4M 0.02%
366,291
+91,782
609
$56.4M 0.02%
208,214
-38,118
610
$56.3M 0.02%
1,623,860
-8,410
611
$55M 0.02%
631,003
+35,545
612
$54.9M 0.02%
723,906
-115,102
613
$54.9M 0.02%
666,726
+202,961
614
$54.7M 0.02%
325,876
+135,264
615
$54.4M 0.02%
361,403
+45,643
616
$54.2M 0.02%
2,190,779
-47,498
617
$54M 0.02%
425,827
-245,381
618
$54M 0.02%
575,273
+37,068
619
$54M 0.02%
205,863
-3,601
620
$53.9M 0.02%
1,689,553
+490,239
621
$53.6M 0.02%
110,582
+2,140
622
$53.3M 0.02%
1,948,583
+499,519
623
$53M 0.02%
554,060
-15,899
624
$52.8M 0.02%
1,735,625
-47,279
625
$52.7M 0.02%
1,151,500
-31,916
23 24
25
26 27