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
76
$616M 0.24%
11,485,220
+435,798
77
$605M 0.24%
6,880,355
-120,928
78
$597M 0.24%
13,476,516
-227,368
79
$586M 0.23%
5,430,430
+91,791
80
$583M 0.23%
2,876,150
-17,425
81
$582M 0.23%
15,053,378
-1,481,816
82
$579M 0.23%
6,994,277
+233,227
83
$575M 0.23%
7,448,988
+112,163
84
$574M 0.23%
3,951,894
-66,439
85
$564M 0.22%
3,981,121
-15,490
86
$558M 0.22%
12,987,899
+2,776,698
87
$557M 0.22%
3,160,638
-24,680
88
$557M 0.22%
3,423,149
+22,924
89
$555M 0.22%
22,511,000
+8,524,880
90
$554M 0.22%
3,536,222
+204,699
91
$550M 0.22%
5,151,315
-94,802
92
$541M 0.21%
2,612,028
-198,823
93
$528M 0.21%
3,287,226
-442,439
94
$522M 0.21%
10,131,507
+400,708
95
$520M 0.21%
9,275,138
-367,788
96
$515M 0.2%
15,083,550
+308,821
97
$515M 0.2%
73,330,040
-2,548,080
98
$507M 0.2%
3,790,587
+84,938
99
$504M 0.2%
8,117,045
+316,058
100
$498M 0.2%
3,128,466
+312,658
2 3
4
5 6