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
626
$39.5M 0.02%
1,002,076
-97,058
627
$39.5M 0.02%
1,349,388
+354,901
628
$39.5M 0.02%
126,998
+4,495
629
$39.5M 0.02%
87,725
+5,741
630
$39.4M 0.02%
709,302
-12,450
631
$39.3M 0.02%
651,487
-208,119
632
$39.2M 0.02%
432,216
-136,943
633
$39M 0.02%
1,319,730
+583,798
634
$38.8M 0.02%
623,895
+3,077
635
$38.7M 0.02%
1,643,173
+278,248
636
$38.7M 0.02%
1,911,163
+195,055
637
$38.6M 0.02%
277,302
+38,089
638
$38.6M 0.02%
3,327,354
+1,580,268
639
$38.5M 0.02%
481,269
-32
640
$38.4M 0.02%
246,121
+41,248
641
$38.3M 0.02%
377,025
-6,236
642
$38.3M 0.02%
384,821
+8,079
643
$38.3M 0.02%
556,019
-19,407
644
$38M 0.02%
240,269
+11,141
645
$37.5M 0.01%
2,901,470
+330,073
646
$37.4M 0.01%
385,998
-144,545
647
$37.3M 0.01%
86,079
-42,196
648
$37.2M 0.01%
438,321
+30,571
649
$37.1M 0.01%
1,346,419
+21,824
650
$37M 0.01%
331,367
+13,305
24 25
26
27 28