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
926
$20.8M 0.01%
17,486
+1,431
927
$20.7M 0.01%
117,282
+60,261
928
$20.7M 0.01%
437,512
+89,805
929
$20.6M 0.01%
69,986
+5,318
930
$20.6M 0.01%
1,706,683
+117,446
931
$20.6M 0.01%
200,880
+70,760
932
$20.6M 0.01%
141,926
-68,380
933
$20.6M 0.01%
128,029
+70,105
934
$20.5M 0.01%
624,144
+209,190
935
$20.5M 0.01%
1,129,655
-663,655
936
$20.5M 0.01%
466,499
-15,708
937
$20.4M 0.01%
518,268
+64,782
938
$20.4M 0.01%
234,532
+75,590
939
$20.4M 0.01%
296,936
-194,457
940
$20.4M 0.01%
416,303
-113,110
941
$20.3M 0.01%
1,661,909
+116,710
942
$20.3M 0.01%
1,217,796
+43,039
943
$20.3M 0.01%
843,303
+2,016
944
$20.3M 0.01%
2,568,477
+268,226
945
$20.2M 0.01%
519,629
-105,656
946
$20.2M 0.01%
233,928
+96,576
947
$20.2M 0.01%
186,820
+22,893
948
$20.1M 0.01%
296,160
+2,767
949
$20.1M 0.01%
733,476
+4,210
950
$20.1M 0.01%
619,625
+104,813
36 37
38
39 40