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
476
$58.8M 0.02%
668,389
+76,828
477
$58.6M 0.02%
611,968
+87,175
478
$58.5M 0.02%
1,464,676
-290,712
479
$58.5M 0.02%
1,666,206
+88,576
480
$58.3M 0.02%
1,337,726
+9,790
481
$58.1M 0.02%
1,022,830
+150,864
482
$57.9M 0.02%
1,044,896
-101,156
483
$57.6M 0.02%
1,549,011
-210,654
484
$56.9M 0.02%
502,393
+110,964
485
$56.7M 0.02%
1,803,495
+71,256
486
$56.3M 0.02%
2,338,202
+640,906
487
$56.1M 0.02%
1,339,516
-49,418
488
$56M 0.02%
566,110
+174,178
489
$55.5M 0.02%
1,854,859
+20,540
490
$55.4M 0.02%
1,086,678
+3,627
491
$55.4M 0.02%
1,931,765
+145,938
492
$55.3M 0.02%
1,377,357
-377,455
493
$55.3M 0.02%
457,248
+79,384
494
$55.3M 0.02%
1,755,252
+72,750
495
$54.5M 0.02%
1,569,672
+134,372
496
$54.4M 0.02%
913,323
+15,343
497
$54.2M 0.02%
1,159,143
+6,883
498
$54.2M 0.02%
500,662
-27,386
499
$54M 0.02%
1,016,344
-198,989
500
$53.9M 0.02%
3,040,660
-3,570
18 19
20
21 22