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
826
$33.8M 0.01%
465,464
+10,125
827
$33.8M 0.01%
560,877
-47,060
828
$33.8M 0.01%
465,326
+209,410
829
$33.7M 0.01%
920,372
+147,950
830
$33.4M 0.01%
766,314
+639,592
831
$33.4M 0.01%
1,610,711
+845,381
832
$33.4M 0.01%
716,164
+224,078
833
$33.3M 0.01%
688,684
+432,358
834
$33.2M 0.01%
199,059
-21,658
835
$33.1M 0.01%
419,853
+96,846
836
$32.7M 0.01%
486,648
-69,768
837
$32.7M 0.01%
628,426
+10,335
838
$32.5M 0.01%
511,254
+65,976
839
$32.5M 0.01%
1,640,902
-67,535
840
$32.3M 0.01%
725,285
-76,162
841
$32.3M 0.01%
907,195
+159,790
842
$32.3M 0.01%
551,580
-55,331
843
$32.2M 0.01%
694,911
-8,696
844
$32.2M 0.01%
855,686
-11,651
845
$32.1M 0.01%
269,036
+4,440
846
$32M 0.01%
709,510
+140,287
847
$31.9M 0.01%
121,203
-92,730
848
$31.9M 0.01%
373,612
+5,270
849
$31.8M 0.01%
239,328
-10,381
850
$31.8M 0.01%
437,434
+7,023
32 33
34
35 36