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
251
$137M 0.05%
1,208,569
+20,796
252
$136M 0.05%
2,353,444
-188,814
253
$136M 0.05%
2,030,724
-31,897
254
$135M 0.05%
2,257,559
+14,531
255
$135M 0.05%
1,954,031
-2,606,972
256
$135M 0.05%
2,897,454
+537,921
257
$134M 0.05%
2,676,702
+365,130
258
$134M 0.05%
4,807,219
+3,534,952
259
$134M 0.05%
7,004,654
+263,890
260
$134M 0.05%
4,225,331
+284,302
261
$133M 0.05%
2,458,015
+169,205
262
$133M 0.05%
1,515,720
-41,530
263
$132M 0.05%
1,312,430
+61,490
264
$132M 0.05%
1,160,105
+143,225
265
$132M 0.05%
731,035
+4,312
266
$131M 0.05%
371,811
+50,901
267
$131M 0.05%
456,039
-11,238
268
$131M 0.05%
936,822
+9,934
269
$130M 0.05%
7,034,917
-8,129,549
270
$130M 0.05%
508,700
+57,107
271
$129M 0.05%
1,162,845
-155,326
272
$129M 0.05%
598,740
-11,583
273
$128M 0.05%
6,368,918
+4,025,334
274
$128M 0.05%
2,742,570
-148,839
275
$128M 0.05%
1,801,588
-14,987
9 10
11
12 13