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
601
$41.7M 0.02%
1,191,621
-97,307
602
$41.5M 0.02%
3,775,032
+190,362
603
$41.4M 0.02%
514,082
-211,238
604
$41.2M 0.02%
416,611
+32,857
605
$41.1M 0.02%
805,529
+89,227
606
$41.1M 0.02%
1,675,195
+19,294
607
$40.8M 0.02%
547,263
-162,754
608
$40.8M 0.02%
1,393,262
+45,648
609
$40.7M 0.02%
912,063
-804
610
$40.6M 0.02%
1,307,713
+43,658
611
$40.5M 0.02%
705,364
+115,107
612
$40.5M 0.02%
4,532,218
+228,885
613
$40.4M 0.02%
238,727
+67,362
614
$40.2M 0.02%
685,094
+26,756
615
$40.2M 0.02%
407,359
+241,183
616
$40.2M 0.02%
501,575
-117,553
617
$40.2M 0.02%
804,044
+162,441
618
$40.1M 0.02%
160,751
+8,399
619
$40.1M 0.02%
951,145
+276,605
620
$40.1M 0.02%
711,021
+156,824
621
$40M 0.02%
1,597,572
+139,918
622
$39.9M 0.02%
2,614,524
-3,766
623
$39.8M 0.02%
877,067
+52,533
624
$39.7M 0.02%
1,414,252
+172,371
625
$39.6M 0.02%
958,207
+1,792
23 24
25
26 27