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
2001
$4.23M ﹤0.01%
428,826
-148,253
2002
$4.23M ﹤0.01%
224,496
-74,062
2003
$4.23M ﹤0.01%
38,175
-4,634
2004
$4.21M ﹤0.01%
87,811
+16,870
2005
$4.19M ﹤0.01%
418,797
+273,695
2006
$4.18M ﹤0.01%
61,117
-37,194
2007
$4.17M ﹤0.01%
519,256
-34,562
2008
$4.17M ﹤0.01%
108,191
-90,908
2009
$4.16M ﹤0.01%
331,387
+7,232
2010
$4.16M ﹤0.01%
2,505,183
-1,374,832
2011
$4.16M ﹤0.01%
79,982
-306,828
2012
$4.15M ﹤0.01%
41,121
+1,682
2013
$4.15M ﹤0.01%
135,094
+27,956
2014
$4.15M ﹤0.01%
48,670
-42,325
2015
$4.15M ﹤0.01%
263,841
-391,747
2016
$4.15M ﹤0.01%
52,972
+18,493
2017
$4.14M ﹤0.01%
130,187
+36,103
2018
$4.14M ﹤0.01%
66,760
+1,690
2019
$4.13M ﹤0.01%
228,247
+7,318
2020
$4.13M ﹤0.01%
785,632
-89,768
2021
$4.13M ﹤0.01%
155,005
+81,342
2022
$4.12M ﹤0.01%
1,287,980
+49,505
2023
$4.12M ﹤0.01%
202,540
+185,597
2024
$4.12M ﹤0.01%
65,236
-462
2025
$4.11M ﹤0.01%
46,003
+45,471
79 80
81
82 83