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
276
$128M 0.05%
733,468
+385,298
277
$127M 0.05%
2,115,774
-884,696
278
$127M 0.05%
2,608,684
-836
279
$126M 0.05%
728,826
-90,175
280
$125M 0.05%
885,972
-102,177
281
$124M 0.05%
5,434,227
-167,257
282
$122M 0.05%
599,827
-125,575
283
$121M 0.05%
593,211
-5,174
284
$121M 0.05%
1,583,454
+394,026
285
$119M 0.05%
2,714,824
-393,923
286
$119M 0.05%
4,401,221
+432,849
287
$119M 0.05%
3,324,882
+1,088,820
288
$119M 0.05%
1,922,004
+1,208,811
289
$119M 0.05%
914,435
-12,205
290
$118M 0.05%
2,403,050
+189,032
291
$118M 0.05%
4,327,303
+2,796,483
292
$118M 0.05%
2,479,962
+166,115
293
$117M 0.05%
2,019,562
+296,545
294
$116M 0.05%
852,594
-14,438
295
$115M 0.05%
1,258,086
+296,804
296
$115M 0.05%
1,373,018
-11,504
297
$114M 0.05%
9,749,496
-766,434
298
$114M 0.05%
2,482,765
+110,967
299
$113M 0.04%
2,396,716
-411,284
300
$113M 0.04%
2,199,560
-560,499
10 11
12
13 14