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
2451
$2.97M ﹤0.01%
167,653
+30,307
2452
$2.97M ﹤0.01%
31,504
-4,154
2453
$2.97M ﹤0.01%
60,804
+21,079
2454
$2.96M ﹤0.01%
44,769
+36,476
2455
$2.96M ﹤0.01%
174,636
-63,607
2456
$2.96M ﹤0.01%
106,543
-4,097
2457
$2.94M ﹤0.01%
39,432
-33,887
2458
$2.94M ﹤0.01%
14,917
+9,894
2459
$2.93M ﹤0.01%
34,793
+2,173
2460
$2.92M ﹤0.01%
122,891
+36,635
2461
$2.92M ﹤0.01%
16,944
+1,913
2462
$2.92M ﹤0.01%
138,250
+134,458
2463
$2.92M ﹤0.01%
48,075
+8,896
2464
$2.91M ﹤0.01%
62,727
-49,409
2465
$2.9M ﹤0.01%
23,707
+23,096
2466
$2.9M ﹤0.01%
60,423
+2,482
2467
$2.9M ﹤0.01%
163,777
-40,974
2468
$2.89M ﹤0.01%
435,734
+113,129
2469
$2.89M ﹤0.01%
19,051
+1,847
2470
$2.89M ﹤0.01%
257,845
+25,038
2471
$2.88M ﹤0.01%
10,893
-12,786
2472
$2.88M ﹤0.01%
96,612
-66,511
2473
$2.87M ﹤0.01%
132,994
+57,420
2474
$2.87M ﹤0.01%
25,343
-5,420
2475
$2.87M ﹤0.01%
95,903
+83,742
97 98
99
100 101