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
726
$42.1M 0.01%
1,492,453
-285,832
727
$42.1M 0.01%
990,069
+7,854
728
$42M 0.01%
1,370,609
-93,935
729
$42M 0.01%
871,410
-175,016
730
$41.9M 0.01%
848,110
+37,125
731
$41.8M 0.01%
233,051
+3,660
732
$41.7M 0.01%
820,940
-191,815
733
$41.7M 0.01%
1,446,320
+11,300
734
$41.4M 0.01%
864,782
+111,327
735
$41.3M 0.01%
1,338,036
+25,617
736
$41.2M 0.01%
2,628,509
+51,971
737
$41.2M 0.01%
1,596,506
+320,358
738
$41M 0.01%
843,033
+155,292
739
$41M 0.01%
479,995
-127,215
740
$41M 0.01%
939,379
-28,794
741
$41M 0.01%
751,041
+220,292
742
$40.9M 0.01%
1,541,114
-29,922
743
$40.9M 0.01%
128,173
+14,933
744
$40.8M 0.01%
2,421,752
+11,900
745
$40.7M 0.01%
1,925,475
+432,087
746
$40.5M 0.01%
771,601
+30,313
747
$40.5M 0.01%
270,007
+20,710
748
$40.4M 0.01%
1,797,636
+136,740
749
$40.3M 0.01%
713,622
+20,919
750
$40.2M 0.01%
905,362
+215,903
28 29
30
31 32