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
751
$29.3M 0.01%
542,894
-123,010
752
$29.3M 0.01%
807,354
+239,726
753
$29.2M 0.01%
1,609,816
+198,209
754
$29.1M 0.01%
397,591
-20,491
755
$29.1M 0.01%
478,382
+36,570
756
$29M 0.01%
2,254,364
+197,788
757
$29M 0.01%
1,827,659
+58,927
758
$28.8M 0.01%
223,253
-219,560
759
$28.8M 0.01%
197,073
+19,658
760
$28.8M 0.01%
465,588
-34,381
761
$28.7M 0.01%
205,049
-3,094
762
$28.7M 0.01%
299,084
-1,808
763
$28.6M 0.01%
646,902
-58,376
764
$28.6M 0.01%
415,336
+9,724
765
$28.5M 0.01%
1,210,914
+83,358
766
$28.5M 0.01%
91,140
+18,346
767
$28.5M 0.01%
878,269
+22,126
768
$28.5M 0.01%
2,361,364
+719,378
769
$28.5M 0.01%
217,211
-69,514
770
$28.4M 0.01%
643,673
+77,710
771
$28.3M 0.01%
706,387
-33,676
772
$28.3M 0.01%
829,521
-66,036
773
$28.3M 0.01%
2,110,125
+9,176
774
$28.3M 0.01%
652,878
+164,189
775
$28.3M 0.01%
1,941,340
-25,626
29 30
31
32 33