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
551
$47.6M 0.02%
919,334
+32,145
552
$47.5M 0.02%
1,662,546
+715,215
553
$47.5M 0.02%
1,018,654
-48,261
554
$47.4M 0.02%
433,962
+30,400
555
$47.3M 0.02%
1,252,116
+360,086
556
$47.3M 0.02%
757,100
-83,127
557
$47.2M 0.02%
1,007,298
+66,172
558
$47.2M 0.02%
2,191,812
-252,498
559
$47.1M 0.02%
1,728,693
-3,796,122
560
$47M 0.02%
1,953,425
+129,675
561
$46.9M 0.02%
411,753
+89,544
562
$46.8M 0.02%
417,135
+117,769
563
$46.7M 0.02%
11,650,943
+420,877
564
$46.7M 0.02%
427,282
-33,723
565
$46.7M 0.02%
735,324
+12,031
566
$46.5M 0.02%
2,112,474
+2,095,074
567
$46.4M 0.02%
285,695
+32,967
568
$46.1M 0.02%
576,599
-563
569
$46M 0.02%
1,346,697
+154,233
570
$45.9M 0.02%
969,171
+162,113
571
$45.6M 0.02%
2,546,735
+1,615,596
572
$45.5M 0.02%
458,190
-10,280
573
$45.3M 0.02%
1,472,478
+324,618
574
$45.2M 0.02%
762,074
-170,267
575
$45.1M 0.02%
1,064,145
+35,696
21 22
23
24 25