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
7876
$2K ﹤0.01%
+1,770
7877
$2K ﹤0.01%
63
-1,349
7878
$2K ﹤0.01%
+48
7879
$2K ﹤0.01%
+8
7880
$2K ﹤0.01%
2,303
-1,264
7881
$2K ﹤0.01%
281
-1,899
7882
$2K ﹤0.01%
+41
7883
$2K ﹤0.01%
2,736
+2,672
7884
$2K ﹤0.01%
4,900
+4,096
7885
$2K ﹤0.01%
51
-1
7886
$2K ﹤0.01%
+3,091
7887
$2K ﹤0.01%
26
-298
7888
$2K ﹤0.01%
3,000
-1,607
7889
$2K ﹤0.01%
+2,503
7890
$2K ﹤0.01%
200
-3,439
7891
$2K ﹤0.01%
+413
7892
$2K ﹤0.01%
30
-67
7893
$2K ﹤0.01%
90
-738
7894
$2K ﹤0.01%
+53
7895
$2K ﹤0.01%
+1,537
7896
$2K ﹤0.01%
40
-835
7897
$2K ﹤0.01%
128
7898
$2K ﹤0.01%
+61
7899
$2K ﹤0.01%
104
7900
$2K ﹤0.01%
+3,000
314 315
316
317 318