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
851
$31.8M 0.01%
74,002
-7,672
852
$31.7M 0.01%
1,811,702
+583,611
853
$31.6M 0.01%
345,106
-165,583
854
$31.5M 0.01%
657,048
-23,584
855
$31.5M 0.01%
518,628
-11,456
856
$31.4M 0.01%
86,578
+36,837
857
$31.4M 0.01%
566,130
-37,204
858
$31.4M 0.01%
693,584
+130,109
859
$31.2M 0.01%
811,210
+144,110
860
$31.2M 0.01%
277,572
+100,115
861
$31.2M 0.01%
849,834
-237,171
862
$31.1M 0.01%
122,669
-1,976
863
$31M 0.01%
360,467
+116,621
864
$31M 0.01%
1,220,079
+602,723
865
$30.9M 0.01%
540,406
+513,692
866
$30.9M 0.01%
438,119
+3,203
867
$30.9M 0.01%
345,389
-25,849
868
$30.9M 0.01%
660,171
+117,342
869
$30.7M 0.01%
61,988
-9,563
870
$30.7M 0.01%
1,190,993
-598,731
871
$30.7M 0.01%
+1,807,359
872
$30.6M 0.01%
931,444
+450,282
873
$30.6M 0.01%
516,909
-46,833
874
$30.5M 0.01%
531,584
-33,481
875
$30.4M 0.01%
201,704
-14,794
33 34
35
36 37