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
701
$44.3M 0.01%
1,169,108
+309,792
702
$44.2M 0.01%
217,011
+18,526
703
$44M 0.01%
658,925
+65,355
704
$44M 0.01%
704,068
+87,308
705
$44M 0.01%
198,315
+56,288
706
$43.9M 0.01%
856,861
-2,532
707
$43.7M 0.01%
482,049
-36,356
708
$43.6M 0.01%
607,623
-164,583
709
$43.5M 0.01%
2,818,419
-156,525
710
$43.5M 0.01%
434,955
-17,574
711
$43.5M 0.01%
527,071
-940
712
$43.3M 0.01%
978,436
-110,327
713
$43.1M 0.01%
2,122,479
-91,958
714
$43M 0.01%
2,130,029
+855,039
715
$43M 0.01%
2,220,734
+101,702
716
$43M 0.01%
346,158
+18,719
717
$42.9M 0.01%
830,652
+58,431
718
$42.9M 0.01%
540,665
+15,552
719
$42.7M 0.01%
1,622,575
+488,676
720
$42.7M 0.01%
644,528
+221,862
721
$42.5M 0.01%
674,272
-409,684
722
$42.5M 0.01%
598,788
+222,566
723
$42.4M 0.01%
211,932
+72,719
724
$42.4M 0.01%
356,420
+55,074
725
$42.2M 0.01%
1,181,714
+676,966
27 28
29
30 31