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
776
$28.3M 0.01%
682,438
+161,686
777
$28.3M 0.01%
255,880
-41,995
778
$28.2M 0.01%
894,559
+325,045
779
$28.2M 0.01%
561,532
+240,372
780
$28.2M 0.01%
722,431
+344,519
781
$28.2M 0.01%
36,352
+4,512
782
$28.1M 0.01%
635,905
+405,889
783
$28.1M 0.01%
526,562
-126,582
784
$27.9M 0.01%
275,555
+99,589
785
$27.8M 0.01%
997,989
+15,673
786
$27.6M 0.01%
77,151
+30,068
787
$27.6M 0.01%
364,665
+346,865
788
$27.5M 0.01%
1,168,100
+17,436
789
$27.5M 0.01%
321,224
-46,311
790
$27.4M 0.01%
4,026,138
+474,099
791
$27.4M 0.01%
473,256
+169,588
792
$27.3M 0.01%
1,529,563
-85,960
793
$27.3M 0.01%
709,602
-57,225
794
$27.3M 0.01%
271,000
+805
795
$27.2M 0.01%
576,788
+116,303
796
$27M 0.01%
1,399,887
+141,054
797
$26.9M 0.01%
415,145
+63,016
798
$26.8M 0.01%
586,404
-32,561
799
$26.8M 0.01%
245,286
+52,326
800
$26.7M 0.01%
1,647,076
+316,289
30 31
32
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