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
151
$331M 0.1%
4,707,971
+523,008
152
$329M 0.1%
1,424,024
+88,136
153
$329M 0.1%
2,740,395
-76,953
154
$325M 0.1%
1,163,820
-78,171
155
$322M 0.1%
9,647,812
-341,198
156
$322M 0.1%
1,863,628
+646,545
157
$322M 0.1%
5,650,360
+16,610
158
$320M 0.1%
6,327,853
-2,486,478
159
$317M 0.1%
936,150
-178,951
160
$315M 0.1%
1,879,318
+244,044
161
$314M 0.1%
6,761,319
+1,077,519
162
$313M 0.1%
1,938,033
-371,200
163
$313M 0.1%
2,341,596
+426,638
164
$304M 0.1%
1,288,582
+9,428
165
$303M 0.1%
5,046,443
+117,482
166
$298M 0.09%
3,712,340
+741,220
167
$297M 0.09%
887,388
+60,632
168
$297M 0.09%
4,431,534
-66,534
169
$296M 0.09%
2,611,070
-141,213
170
$296M 0.09%
2,047,745
+371,841
171
$294M 0.09%
763,006
+348,592
172
$292M 0.09%
2,602,148
-15,728
173
$288M 0.09%
462,611
+56,937
174
$287M 0.09%
2,362,443
-144,733
175
$284M 0.09%
1,109,412
+42,546
5 6
7
8 9