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
151
$303M 0.12%
4,133,101
+26,388
152
$299M 0.12%
4,392,446
-744,838
153
$299M 0.12%
2,649,398
-2,686,752
154
$287M 0.11%
2,990,725
-1,326,374
155
$286M 0.11%
5,280,476
-477,341
156
$285M 0.11%
4,213,123
+4,809
157
$276M 0.11%
5,125,221
+1,325,056
158
$274M 0.11%
7,910,365
+2,061,815
159
$265M 0.11%
10,606,317
+3,677,392
160
$263M 0.1%
7,901,553
+774,158
161
$261M 0.1%
3,341,890
+168,708
162
$261M 0.1%
3,197,983
+475,825
163
$258M 0.1%
4,830,367
+302,286
164
$257M 0.1%
5,547,527
-142,724
165
$255M 0.1%
4,924,452
-395,690
166
$254M 0.1%
1,055,170
+69,310
167
$252M 0.1%
4,061,851
+253,438
168
$249M 0.1%
2,096,136
+65,439
169
$249M 0.1%
3,679,076
-38,632
170
$249M 0.1%
9,085,056
-3,068,645
171
$245M 0.1%
1,353,852
+312,247
172
$245M 0.1%
1,436,951
+52,976
173
$244M 0.1%
2,084,980
+142,240
174
$243M 0.1%
9,853,476
+3,753,132
175
$242M 0.1%
2,912,855
+196,184
5 6
7
8 9