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
901
$21.6M 0.01%
187,562
+16,111
902
$21.6M 0.01%
3,205,160
+148,325
903
$21.6M 0.01%
194,646
+36,208
904
$21.6M 0.01%
730,518
+67,830
905
$21.6M 0.01%
957,260
+130,865
906
$21.6M 0.01%
519,141
-216,769
907
$21.5M 0.01%
700,717
-3,314
908
$21.5M 0.01%
2,709,075
+145,015
909
$21.4M 0.01%
218,909
+137,040
910
$21.4M 0.01%
426,641
-92,721
911
$21.4M 0.01%
1,864,651
+102,913
912
$21.3M 0.01%
490,226
-114,392
913
$21.3M 0.01%
1,101,203
-827,563
914
$21.2M 0.01%
+1,530,815
915
$21.2M 0.01%
212,011
-3,767
916
$21.1M 0.01%
1,475,931
-2,813,063
917
$21.1M 0.01%
370,644
-9,051,044
918
$21.1M 0.01%
317,916
+143,636
919
$21M 0.01%
438,852
-4,014
920
$21M 0.01%
385,172
-36,224
921
$20.9M 0.01%
860,443
+188,616
922
$20.9M 0.01%
626,689
-26,979
923
$20.8M 0.01%
1,909,122
-229,173
924
$20.8M 0.01%
2,046,008
-422,598
925
$20.8M 0.01%
616,175
-315,464
35 36
37
38 39