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
301
$112M 0.04%
519,873
+151,376
302
$112M 0.04%
408,352
-37,649
303
$112M 0.04%
871,170
-99,395
304
$111M 0.04%
896,145
-83,880
305
$111M 0.04%
1,324,702
+45,524
306
$110M 0.04%
6,238,896
+5,058
307
$108M 0.04%
3,511,235
+125,709
308
$108M 0.04%
813,290
-123,919
309
$108M 0.04%
5,083,100
+94,415
310
$107M 0.04%
3,189,697
-2,618,300
311
$107M 0.04%
1,339,118
+24,336
312
$106M 0.04%
2,865,284
+24,324
313
$106M 0.04%
1,174,190
-55,762
314
$106M 0.04%
1,269,808
+111,012
315
$105M 0.04%
852,945
+39,197
316
$105M 0.04%
626,014
+114,521
317
$104M 0.04%
2,832,135
+131,320
318
$104M 0.04%
1,353,436
+127,227
319
$104M 0.04%
1,739,622
+413,375
320
$104M 0.04%
3,992,972
+434,691
321
$104M 0.04%
1,542,954
-1,094,568
322
$104M 0.04%
989,669
+40,751
323
$102M 0.04%
2,249,499
-92,603
324
$101M 0.04%
1,106,460
+167,884
325
$101M 0.04%
3,273,942
+199,350
11 12
13
14 15