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
326
$100M 0.04%
1,932,241
+282,953
327
$99.9M 0.04%
1,960,162
+446,423
328
$99.5M 0.04%
848,493
+121,292
329
$99.5M 0.04%
661,887
+46,649
330
$99.1M 0.04%
277,628
+90,132
331
$98.8M 0.04%
2,413,493
+260,738
332
$98.3M 0.04%
1,035,773
+78,487
333
$97.6M 0.04%
1,080,250
+24,597
334
$97.3M 0.04%
2,152,421
+242,092
335
$96.2M 0.04%
915,664
+28,313
336
$95.8M 0.04%
850,340
-187,179
337
$95.6M 0.04%
603,436
+186,653
338
$94.6M 0.04%
646,197
+66,116
339
$94.6M 0.04%
1,046,488
-5,634
340
$94.1M 0.04%
2,378,670
-321,560
341
$93.5M 0.04%
2,892,052
-386,865
342
$93.4M 0.04%
784,789
-18,266
343
$93M 0.04%
1,444,333
-1,574,360
344
$92.6M 0.04%
1,931,298
+262,680
345
$92.5M 0.04%
3,591,044
+190,323
346
$92.2M 0.04%
2,456,724
+35,004
347
$92.2M 0.04%
1,862,195
-479
348
$92.1M 0.04%
1,046,547
+121,108
349
$91.9M 0.04%
776,430
-170,542
350
$91.7M 0.04%
2,373,754
+176,258
12 13
14
15 16