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
126
$391M 0.12%
6,408,729
+331,993
127
$391M 0.12%
3,795,952
-14,559
128
$388M 0.12%
7,454,772
-530,148
129
$385M 0.12%
7,050,661
+242,841
130
$385M 0.12%
2,143,545
-578,716
131
$385M 0.12%
6,557,598
-35,571
132
$382M 0.12%
2,604,788
-197,777
133
$378M 0.12%
4,617,803
+240,486
134
$373M 0.12%
1,857,875
-42,025
135
$372M 0.12%
4,511,844
+258,513
136
$371M 0.12%
5,481,293
+642,563
137
$369M 0.12%
4,510,079
-249,657
138
$367M 0.12%
3,162,150
+78,394
139
$366M 0.12%
1,480,576
+9,735
140
$364M 0.11%
7,186,374
-650,465
141
$362M 0.11%
1,293,552
-41,444
142
$360M 0.11%
9,259,448
+6,145,909
143
$356M 0.11%
866
+8
144
$355M 0.11%
5,750,433
+1,892,691
145
$354M 0.11%
7,413,666
+1,598,624
146
$352M 0.11%
1,760,393
+325,486
147
$350M 0.11%
4,095,808
+113,267
148
$340M 0.11%
3,590,757
-25,894
149
$339M 0.11%
8,636,917
+56,311
150
$334M 0.11%
1,995,503
+216,417
4 5
6
7 8