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
776
$37.7M 0.01%
948,843
-73,576
777
$37.4M 0.01%
429,440
+37,556
778
$37.4M 0.01%
227,973
-14,767
779
$37.3M 0.01%
605,804
-11,943
780
$37.1M 0.01%
539,095
-10,667
781
$37M 0.01%
3,270,179
+80,334
782
$37M 0.01%
89,558
+14,676
783
$36.9M 0.01%
2,262,479
+639,434
784
$36.9M 0.01%
743,754
+180,744
785
$36.9M 0.01%
1,457,382
+65,996
786
$36.8M 0.01%
433,751
+116,032
787
$36.8M 0.01%
121,005
-46,740
788
$36.7M 0.01%
107,496
+3,205
789
$36.7M 0.01%
521,738
+53,552
790
$36.5M 0.01%
1,169,401
+81,542
791
$36.3M 0.01%
391,193
-45,013
792
$36.1M 0.01%
375,656
+5,362
793
$36.1M 0.01%
891,778
+122,513
794
$36M 0.01%
105,725
+46,091
795
$35.9M 0.01%
1,006,769
+85,485
796
$35.8M 0.01%
528,683
-10,788
797
$35.6M 0.01%
456,367
+152,291
798
$35.5M 0.01%
87,996
+8,376
799
$35.4M 0.01%
280,741
+170,329
800
$35.4M 0.01%
251,445
+88,921
30 31
32
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