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
426
$68.2M 0.03%
2,294,128
+65,482
427
$68M 0.03%
796,553
-55,529
428
$67.8M 0.03%
1,305,589
+149,449
429
$67.7M 0.03%
1,407,507
+624,949
430
$67.6M 0.03%
1,530,109
+140,524
431
$67.5M 0.03%
1,749,092
+47,811
432
$67.4M 0.03%
919,584
+56,929
433
$67M 0.03%
661,319
+126,460
434
$66.9M 0.03%
210,820
+27,537
435
$66.8M 0.03%
1,329,404
+312,656
436
$66.8M 0.03%
440,148
+108,474
437
$66.7M 0.03%
1,068,374
-26,023
438
$66.5M 0.03%
3,344,438
+540,217
439
$66M 0.03%
193,804
-90,793
440
$64.7M 0.03%
490,270
-51,872
441
$64.7M 0.03%
2,758,229
-144,512
442
$64.2M 0.03%
363,488
+9,695
443
$64.1M 0.03%
5,661,396
+4,289,437
444
$64M 0.03%
1,117,052
-18,054
445
$63.8M 0.03%
1,569,673
+237,689
446
$63.7M 0.03%
408,007
-33,149
447
$63.6M 0.03%
2,097,698
+513,642
448
$63.5M 0.03%
868,255
+83,718
449
$63.4M 0.03%
829,456
+179,739
450
$63.3M 0.03%
720,669
-104,609
16 17
18
19 20