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
1326
$14.1M ﹤0.01%
60,457
+45,569
1327
$14.1M ﹤0.01%
371,429
+29,836
1328
$14.1M ﹤0.01%
75,835
+58,111
1329
$14.1M ﹤0.01%
181,383
-60,864
1330
$14.1M ﹤0.01%
915,407
-576,494
1331
$14M ﹤0.01%
1,929,655
+745,907
1332
$14M ﹤0.01%
88,899
+11,397
1333
$14M ﹤0.01%
365,800
-56,383
1334
$14M ﹤0.01%
356,287
+200,907
1335
$14M ﹤0.01%
269,215
-12,434
1336
$14M ﹤0.01%
304,503
-71,987
1337
$14M ﹤0.01%
1,004,665
+18,460
1338
$13.9M ﹤0.01%
301,882
+35,242
1339
$13.9M ﹤0.01%
493,863
+32,916
1340
$13.9M ﹤0.01%
516,393
-11,791
1341
$13.9M ﹤0.01%
127,787
-64,832
1342
$13.9M ﹤0.01%
286,397
+158,934
1343
$13.9M ﹤0.01%
934,898
+58,845
1344
$13.9M ﹤0.01%
67,379
-133,658
1345
$13.9M ﹤0.01%
55,280
+3,933
1346
$13.9M ﹤0.01%
346,170
+191,884
1347
$13.8M ﹤0.01%
329,559
+133,899
1348
$13.8M ﹤0.01%
408,331
-23,793
1349
$13.8M ﹤0.01%
519,676
+90,776
1350
$13.8M ﹤0.01%
162,383
+15,158
52 53
54
55 56