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
201
$237M 0.07%
10,974,601
-760,411
202
$235M 0.07%
2,498,455
+44,408
203
$233M 0.07%
730,290
+166,865
204
$232M 0.07%
4,906,926
+2,776,587
205
$232M 0.07%
8,947,848
+1,142,746
206
$232M 0.07%
4,029,115
+6,053
207
$232M 0.07%
3,626,024
-244,515
208
$232M 0.07%
544,943
+50,144
209
$231M 0.07%
3,294,876
-800,134
210
$228M 0.07%
5,018,502
+532,828
211
$227M 0.07%
2,204,500
+52,199
212
$227M 0.07%
2,840,496
+110,430
213
$225M 0.07%
4,112,613
+211,726
214
$223M 0.07%
796,614
+13,823
215
$221M 0.07%
3,667,319
+481,157
216
$220M 0.07%
22,974,565
-4,391,633
217
$216M 0.07%
734,302
+10,339
218
$215M 0.07%
2,111,509
+37,212
219
$213M 0.07%
2,256,489
-42,813
220
$212M 0.07%
12,677,892
+1,165,347
221
$212M 0.07%
1,561,640
-563,090
222
$209M 0.07%
4,159,555
+63,122
223
$207M 0.07%
4,762,213
+488,690
224
$206M 0.06%
1,675,516
+282,586
225
$206M 0.06%
1,748,652
-78,174
7 8
9
10 11