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
401
$73.9M 0.03%
3,968,323
+1,099,798
402
$73.8M 0.03%
2,511,155
+678,217
403
$73.8M 0.03%
1,038,243
-22,987
404
$73.7M 0.03%
1,862,200
+757,687
405
$73.2M 0.03%
1,111,164
-6,938
406
$73M 0.03%
886,499
+130,648
407
$72.9M 0.03%
2,530,980
-207,689
408
$72.6M 0.03%
1,958,321
+87,044
409
$72.5M 0.03%
1,571,543
-196,570
410
$71.8M 0.03%
372,470
+17,670
411
$71.8M 0.03%
2,323,463
+1,334,000
412
$71.5M 0.03%
2,963,786
-49,587
413
$71.3M 0.03%
1,145,315
-67,822
414
$71.2M 0.03%
364,545
+15,209
415
$71.1M 0.03%
1,307,721
+244,487
416
$71M 0.03%
2,219,683
+2,329
417
$70.6M 0.03%
2,352,151
-1,840,976
418
$69.9M 0.03%
1,978,913
+93,679
419
$69.3M 0.03%
1,355,355
+212,394
420
$69.3M 0.03%
1,518,335
+192,900
421
$69.2M 0.03%
3,418,726
+31,969
422
$69M 0.03%
1,997,060
+539,573
423
$68.6M 0.03%
669,074
-42,847
424
$68.5M 0.03%
740,615
-38,321
425
$68.2M 0.03%
1,855,832
-891,008
15 16
17
18 19