UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$833M 0.33%
4,442,232
-327,786
52
$802M 0.32%
11,854,575
+48,622
53
$776M 0.31%
3,179,529
+98,989
54
$769M 0.3%
2,221,942
+74,315
55
$768M 0.3%
5,917,513
+1,299,774
56
$766M 0.3%
26,674,969
+4,387,643
57
$758M 0.3%
12,449,975
+289,768
58
$758M 0.3%
7,027,487
+2,140,640
59
$747M 0.3%
14,188,513
+1,537,506
60
$739M 0.29%
6,886,724
-295,889
61
$723M 0.29%
6,293,957
+594,845
62
$707M 0.28%
25,641,390
+1,181,307
63
$698M 0.28%
16,664,356
+731,332
64
$696M 0.28%
16,983,801
+258,822
65
$696M 0.28%
2,376,063
-11,049
66
$692M 0.27%
23,479,077
+274,793
67
$688M 0.27%
5,434,767
+220,930
68
$678M 0.27%
38,909,547
+12,939,198
69
$670M 0.27%
3,128,047
+142,016
70
$669M 0.27%
5,982,745
+375,479
71
$662M 0.26%
12,402,581
+802,062
72
$649M 0.26%
2,429,451
+124,810
73
$628M 0.25%
6,635,762
-609,090
74
$624M 0.25%
5,765,613
+120,298
75
$621M 0.25%
6,448,132
+1,207,634
1 2
3
4 5