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
576
$45M 0.02%
955,833
+62,281
577
$44.9M 0.02%
282,890
+11,468
578
$44.8M 0.02%
2,648,162
+163,277
579
$44.7M 0.02%
1,179,696
+172,554
580
$44.5M 0.02%
1,564,232
-205,338
581
$44.4M 0.02%
2,377,287
+4,515
582
$44.4M 0.02%
2,062,936
+364,528
583
$44.2M 0.02%
933,400
-4,396
584
$44.2M 0.02%
881,096
+868,756
585
$43.9M 0.02%
3,064,183
-10,298
586
$43.9M 0.02%
737,883
+21,266
587
$43.9M 0.02%
773,232
+101,239
588
$43.8M 0.02%
1,125,366
-75,687
589
$43.7M 0.02%
2,542,604
-473,756
590
$43.6M 0.02%
2,148,528
+478,309
591
$43.5M 0.02%
494,860
+4,756
592
$43.4M 0.02%
1,394,682
+1,157,809
593
$43.2M 0.02%
1,447,732
+128,366
594
$42.8M 0.02%
1,389,024
+303,175
595
$42.8M 0.02%
865,284
+70,648
596
$42.4M 0.02%
1,842,089
+556,852
597
$42M 0.02%
620,161
-8,303
598
$41.8M 0.02%
1,513,409
+1,254,635
599
$41.8M 0.02%
2,484,931
+852,010
600
$41.7M 0.02%
1,756,055
-34,510
22 23
24
25 26