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
1101
$20.8M 0.01%
1,215,649
+4,670
1102
$20.6M 0.01%
43,786
-5,976
1103
$20.6M 0.01%
414,332
-36,728
1104
$20.6M 0.01%
190,961
+171,760
1105
$20.5M 0.01%
369,804
+76,435
1106
$20.5M 0.01%
926,455
-209,895
1107
$20.3M 0.01%
542,237
+191,452
1108
$20.2M 0.01%
363,569
+3,494
1109
$20.1M 0.01%
672,347
+161,712
1110
$20.1M 0.01%
326,919
-5,057
1111
$20M 0.01%
744,003
+15,341
1112
$20M 0.01%
1,814,026
-30,110
1113
$19.9M 0.01%
297,052
+34,251
1114
$19.9M 0.01%
711,775
+169,208
1115
$19.9M 0.01%
352,455
+4,399
1116
$19.8M 0.01%
1,309,980
-70,581
1117
$19.8M 0.01%
769,453
+147,076
1118
$19.8M 0.01%
4,759,106
+40,783
1119
$19.8M 0.01%
217,479
+43,002
1120
$19.8M 0.01%
344,804
-49,625
1121
$19.7M 0.01%
70,218
+16,012
1122
$19.7M 0.01%
1,035,786
+902,467
1123
$19.7M 0.01%
796,489
-91,044
1124
$19.6M 0.01%
138,850
+14,162
1125
$19.6M 0.01%
554,764
-69,621
43 44
45
46 47