UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$899M 0.28%
4,675,163
+435,242
52
$897M 0.28%
5,461,855
-975,778
53
$890M 0.28%
3,297,438
-690,354
54
$884M 0.28%
5,880,194
+777,775
55
$883M 0.28%
10,271,223
-790,881
56
$871M 0.27%
5,672,017
+118,414
57
$857M 0.27%
4,372,310
+448,361
58
$857M 0.27%
3,858,413
-2,226
59
$836M 0.26%
996,357
-45,280
60
$824M 0.26%
10,566,567
-230,412
61
$824M 0.26%
7,472,291
+397,994
62
$816M 0.26%
3,835,201
+108,502
63
$814M 0.26%
5,450,684
-207,316
64
$809M 0.25%
14,974,214
+1,049,340
65
$799M 0.25%
5,394,038
-329,130
66
$794M 0.25%
3,631,554
-42,802
67
$785M 0.25%
15,574,031
-2,333,964
68
$781M 0.25%
2,942,152
+184,940
69
$779M 0.25%
1,941,460
-117,078
70
$778M 0.25%
3,836,299
-72,689
71
$775M 0.24%
18,257,772
-1,271,193
72
$770M 0.24%
5,300,553
-174,635
73
$762M 0.24%
7,516,005
-304,328
74
$748M 0.24%
14,956,452
-281,786
75
$744M 0.23%
17,292,485
+251,439
1 2
3
4 5