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
701
$33.1M 0.01%
2,850,494
+525,216
702
$32.8M 0.01%
604,978
+2,559
703
$32.7M 0.01%
821,175
+32,803
704
$32.6M 0.01%
2,342,467
-153,045
705
$32.6M 0.01%
787,750
+144,244
706
$32.5M 0.01%
1,402,196
-233,871
707
$32.4M 0.01%
820,338
+214,452
708
$32.3M 0.01%
435,771
-70,303
709
$32.2M 0.01%
154,754
-699,611
710
$32.1M 0.01%
1,374,181
-2,131,542
711
$32.1M 0.01%
791,179
+91,397
712
$32M 0.01%
838,542
-4,198
713
$31.9M 0.01%
297,036
-6,308
714
$31.9M 0.01%
477,842
-50,438
715
$31.8M 0.01%
1,043,399
+445,969
716
$31.7M 0.01%
1,277,805
+9,147
717
$31.7M 0.01%
818,037
-62,333
718
$31.7M 0.01%
3,331,225
+314,557
719
$31.7M 0.01%
4,995,186
+58,667
720
$31.6M 0.01%
281,905
+57,248
721
$31.6M 0.01%
289,893
+31,320
722
$31.5M 0.01%
843,547
-45,946
723
$31.5M 0.01%
204,591
+1,923
724
$31.2M 0.01%
590,336
+58,328
725
$31.2M 0.01%
435,845
+156,215
27 28
29
30 31