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
451
$63.2M 0.03%
857,763
+63,435
452
$63M 0.03%
1,455,513
-8,471
453
$62.4M 0.02%
786,441
-9,498
454
$62.3M 0.02%
980,807
+45,331
455
$62.2M 0.02%
379,940
+99,685
456
$62M 0.02%
1,386,644
+187,134
457
$62M 0.02%
4,087,560
-1,034,800
458
$62M 0.02%
2,139,858
+554,317
459
$62M 0.02%
1,330,630
+10,212
460
$61.8M 0.02%
367,251
-8,612
461
$61.7M 0.02%
448,345
+22,782
462
$61.3M 0.02%
618,569
+112,734
463
$61.1M 0.02%
1,142,278
-29,522
464
$60.6M 0.02%
785,816
+49,817
465
$60.3M 0.02%
178,103
-12,734
466
$60.3M 0.02%
2,601,887
-304,830
467
$60.3M 0.02%
1,824,785
+272,793
468
$60M 0.02%
1,006,629
-11,547
469
$60M 0.02%
1,289,083
-18,917
470
$59.7M 0.02%
459,807
+166,749
471
$59.6M 0.02%
1,186,530
+11,734
472
$59.4M 0.02%
4,527,127
-1,494,802
473
$59.2M 0.02%
393,304
-20,364
474
$58.9M 0.02%
4,383,815
+7,511
475
$58.8M 0.02%
229,699
-1,731
17 18
19
20 21