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
$202B
AUM Growth
+$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,528
New
Increased
Reduced
Closed

Top Buys

1
+$899M
2
+$615M
3
+$480M
4
AMZN icon
Amazon
AMZN
+$362M
5
AAPL icon
Apple
AAPL
+$313M

Top Sells

1
+$515M
2
+$363M
3
+$303M
4
SBUX icon
Starbucks
SBUX
+$282M
5
WPZ
Williams Partners L.P.
WPZ
+$274M

Sector Composition

1 Technology 11.56%
2 Financials 8.88%
3 Healthcare 8.04%
4 Consumer Discretionary 6.63%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$159M 0.06%
1,911,664
+215,142
227
$157M 0.06%
1,226,967
-122,862
228
$156M 0.06%
8,476,685
+297,110
229
$155M 0.06%
957,151
+12,914
230
$154M 0.06%
1,201,870
-26,171
231
$153M 0.06%
3,559,606
+487,779
232
$152M 0.06%
2,603,868
-34,540
233
$151M 0.06%
1,744,247
+229,609
234
$150M 0.06%
4,749,816
-126,298
235
$149M 0.06%
2,517,097
-5,814
236
$149M 0.06%
1,489,093
-152,596
237
$148M 0.06%
2,634,950
+169,957
238
$147M 0.06%
977,614
+216,667
239
$145M 0.06%
2,496,288
+61,797
240
$144M 0.06%
1,584,502
+97,375
241
$143M 0.06%
2,480,247
-263,601
242
$143M 0.06%
1,345,180
+138,002
243
$143M 0.06%
1,961,943
+86,159
244
$141M 0.06%
6,478,805
+421,033
245
$140M 0.06%
2,098,474
+133,946
246
$140M 0.06%
730,089
+3,075
247
$140M 0.06%
1,699,561
-20,551
248
$140M 0.06%
1,301,355
-6,294
249
$137M 0.05%
2,602,301
+898,555
250
$137M 0.05%
731,642
-6,194
8 9
10
11 12