UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
1
$8.03B 2.53%
28,478,962
+1,778,007
2
$6.89B 2.17%
48,688,989
+3,677,886
3
$4.84B 1.53%
29,486,580
+2,155,860
4
$3.7B 1.17%
8,628,636
-492,322
5
$3.52B 1.11%
26,351,740
+1,151,520
6
$2.9B 0.91%
8,547,464
+1,368,821
7
$2.66B 0.84%
16,231,005
-1,062,212
8
$2.49B 0.78%
7,570,415
+119,976
9
$2.25B 0.71%
141,303,573
-3,491,687
10
$2.22B 0.7%
6,196,186
-1,699,866
11
$1.93B 0.61%
8,800,326
-787,855
12
$1.91B 0.6%
14,307,340
-304,520
13
$1.84B 0.58%
11,395,810
-701,658
14
$1.73B 0.54%
7,758,305
-29,071
15
$1.63B 0.51%
5,612,041
+63,864
16
$1.61B 0.51%
5,860,328
-10,786
17
$1.59B 0.5%
76,893,900
-1,384,700
18
$1.58B 0.5%
28,968,261
-26,880
19
$1.55B 0.49%
20,824,344
+827,685
20
$1.53B 0.48%
10,925,411
+289,182
21
$1.52B 0.48%
5,607,731
+820,445
22
$1.51B 0.48%
3,513,908
-356,192
23
$1.46B 0.46%
6,185,184
-18,406
24
$1.45B 0.46%
10,687,039
+417,047
25
$1.4B 0.44%
4,375,794
-528,937
1
2 3 4 5