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
501
$53.8M 0.02%
1,108,759
+24,105
502
$53M 0.02%
863,290
+27,072
503
$52.9M 0.02%
1,047,280
+50,970
504
$52.9M 0.02%
2,389,766
+37,976
505
$52.8M 0.02%
241,553
+24,151
506
$52.7M 0.02%
463,984
+8,458
507
$52.5M 0.02%
1,946,222
+1,333,036
508
$52.5M 0.02%
596,275
+535,053
509
$52.4M 0.02%
4,132,084
+28,117
510
$52.3M 0.02%
3,154,365
+908,804
511
$52.2M 0.02%
375,276
+61,439
512
$52.2M 0.02%
1,085,855
+121,724
513
$52.2M 0.02%
878,476
+12,338
514
$52M 0.02%
1,420,185
-195,833
515
$51.8M 0.02%
372,429
+110,923
516
$51.7M 0.02%
701,407
-147,256
517
$51.5M 0.02%
471,609
+15,408
518
$51.4M 0.02%
718,264
+11,945
519
$51.4M 0.02%
1,265,805
+120,720
520
$51.1M 0.02%
517,900
+78,536
521
$50.9M 0.02%
344,736
-6,401
522
$50.8M 0.02%
1,142,525
+25,807
523
$50.8M 0.02%
730,472
-5,224,745
524
$50.7M 0.02%
1,144,456
+125,018
525
$50.7M 0.02%
899,427
+175,819
19 20
21
22 23