UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
101
$497M 0.16%
1,883,546
-3,222
102
$495M 0.16%
1,028,601
+305,974
103
$492M 0.15%
1,903,212
+510,420
104
$487M 0.15%
1,288,064
-17,384
105
$486M 0.15%
3,692,172
+164,100
106
$483M 0.15%
11,866,065
+1,523,760
107
$480M 0.15%
3,169,615
-269,790
108
$472M 0.15%
5,422,368
-47,286
109
$469M 0.15%
5,993,906
-3,425
110
$467M 0.15%
3,509,833
+21,167
111
$458M 0.14%
26,431,164
+688,476
112
$454M 0.14%
3,415,064
-57,430
113
$448M 0.14%
3,082,157
+50,812
114
$445M 0.14%
7,518,065
+338,260
115
$442M 0.14%
6,704,286
+46,232
116
$442M 0.14%
7,601,210
+1,075,024
117
$439M 0.14%
1,464,499
+16,552
118
$436M 0.14%
3,799,322
-181,600
119
$432M 0.14%
5,019,160
-167,651
120
$428M 0.13%
2,219,847
-97,764
121
$426M 0.13%
6,007,039
+2,010,100
122
$426M 0.13%
2,455,547
-87,537
123
$425M 0.13%
5,784,859
-258,262
124
$406M 0.13%
3,155,653
-197,288
125
$396M 0.12%
5,640,690
-321,744
3 4
5
6 7