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
651
$37M 0.01%
538,999
-3,131
652
$36.9M 0.01%
1,967,187
+1,155,121
653
$36.9M 0.01%
626,454
+56,257
654
$36.8M 0.01%
1,463,886
+721,061
655
$36.7M 0.01%
1,708,930
+394,239
656
$36.5M 0.01%
244,435
+49,903
657
$36.4M 0.01%
1,246,998
+351,612
658
$36.4M 0.01%
1,755,401
-90,861
659
$36.2M 0.01%
1,502,323
-53,520
660
$36.2M 0.01%
271,237
-23,536
661
$36M 0.01%
2,506,799
+125,558
662
$36M 0.01%
689,143
+193,681
663
$35.7M 0.01%
2,600,654
-1,633,680
664
$35.7M 0.01%
1,534,845
-858,429
665
$35.7M 0.01%
+727,823
666
$35.6M 0.01%
386,526
-212,177
667
$35.6M 0.01%
2,812,242
-92,046
668
$35.6M 0.01%
499,922
+8,077
669
$35.3M 0.01%
714,691
+42,711
670
$35.3M 0.01%
746,072
+212,172
671
$35.2M 0.01%
491,572
+41,651
672
$35.2M 0.01%
933,094
-370,745
673
$35.2M 0.01%
2,007,756
-1,169,056
674
$35M 0.01%
2,696,874
-219,124
675
$34.9M 0.01%
655,989
-16,526
25 26
27
28 29