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
976
$19M 0.01%
1,034,228
+117,481
977
$19M 0.01%
254,474
+23,105
978
$18.9M 0.01%
1,561,635
+15,830
979
$18.9M 0.01%
260,515
+14,534
980
$18.9M 0.01%
194,276
+10,622
981
$18.9M 0.01%
195,192
+1,136
982
$18.9M 0.01%
202,853
+74,520
983
$18.8M 0.01%
1,985,314
+206,584
984
$18.8M 0.01%
1,123,576
+94,436
985
$18.8M 0.01%
834,011
-105,911
986
$18.8M 0.01%
185,884
-5,728
987
$18.7M 0.01%
642,870
+158,249
988
$18.7M 0.01%
668,754
-4,707
989
$18.7M 0.01%
2,201,685
-12,606
990
$18.6M 0.01%
876,314
-148,418
991
$18.6M 0.01%
689,625
-24,200
992
$18.6M 0.01%
373,871
+99,423
993
$18.5M 0.01%
334,115
+17,268
994
$18.4M 0.01%
1,042,350
-231,030
995
$18.4M 0.01%
741,705
-238,748
996
$18.3M 0.01%
558,244
-346,528
997
$18.3M 0.01%
360,093
+2,053
998
$18.3M 0.01%
862,694
+25,180
999
$18.3M 0.01%
64,704
-9,559
1000
$18.3M 0.01%
539,481
-6,908
38 39
40
41 42