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
351
$90.5M 0.04%
397,761
-66,496
352
$90M 0.04%
1,690,703
+883,603
353
$89.7M 0.04%
1,265,973
+101,284
354
$89.2M 0.04%
1,416,790
-1,277
355
$88.6M 0.04%
277
+18
356
$88.6M 0.04%
2,315,470
-1,260,805
357
$88.2M 0.04%
1,629,481
-80,030
358
$88.1M 0.03%
1,301,456
+31,146
359
$88M 0.03%
224,900
+39,898
360
$87.8M 0.03%
1,720,145
-362,182
361
$87.6M 0.03%
485,148
-60,926
362
$87.4M 0.03%
446,613
+10,478
363
$87.2M 0.03%
1,599,296
+56,597
364
$87.2M 0.03%
620,583
+267,108
365
$85.6M 0.03%
941,019
+870,639
366
$85.2M 0.03%
1,214,067
+211,439
367
$84.1M 0.03%
822,531
+85,816
368
$84M 0.03%
4,135,886
+656,292
369
$83.9M 0.03%
1,436,634
+102,889
370
$83.8M 0.03%
1,314,360
+230,659
371
$83.8M 0.03%
972,371
+934,480
372
$83.6M 0.03%
809,268
-47,822
373
$83.2M 0.03%
2,160,174
+287,614
374
$81.5M 0.03%
1,657,977
+557,310
375
$81.1M 0.03%
456,445
+23,917
13 14
15
16 17