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
101
$497M 0.2%
3,363,005
+173,242
102
$478M 0.19%
1,276,872
+54,634
103
$476M 0.19%
11,081,786
-5,343,052
104
$475M 0.19%
3,285,381
-14,299
105
$472M 0.19%
4,475,125
+223,069
106
$471M 0.19%
4,255,048
+90,812
107
$470M 0.19%
6,555,309
+1,371,982
108
$458M 0.18%
6,118,465
-14,631
109
$457M 0.18%
4,518,462
+535,421
110
$450M 0.18%
2,447,554
+165,630
111
$447M 0.18%
5,939,446
-1,518,860
112
$446M 0.18%
1,213,714
-44,643
113
$441M 0.17%
7,756,677
-4,953,427
114
$441M 0.17%
3,232,691
+60,475
115
$440M 0.17%
3,608,476
-861,112
116
$440M 0.17%
5,693,805
+1,134,309
117
$436M 0.17%
3,764,524
+166,945
118
$431M 0.17%
3,231,358
-48,381
119
$431M 0.17%
5,695,412
-401,491
120
$422M 0.17%
6,322,674
+556,709
121
$421M 0.17%
1,889,149
+155,020
122
$413M 0.16%
5,738,013
+366,464
123
$406M 0.16%
17,522,430
-2,246,370
124
$397M 0.16%
7,461,100
+4,251,722
125
$396M 0.16%
6,569,816
-1,092,656
3 4
5
6 7