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
201
$190M 0.08%
1,577,714
+1,267,220
202
$189M 0.08%
1,933,536
-9,150
203
$188M 0.07%
2,758,774
+111,842
204
$185M 0.07%
2,135,540
+260,222
205
$184M 0.07%
2,528,171
-127,779
206
$183M 0.07%
6,620,535
+6,414,040
207
$181M 0.07%
4,152,072
+397,642
208
$178M 0.07%
2,514,793
-144,929
209
$177M 0.07%
3,654,903
+652,148
210
$177M 0.07%
5,411,330
-54,673
211
$176M 0.07%
3,305,785
-1,337,689
212
$174M 0.07%
5,295,682
+103,659
213
$173M 0.07%
15,221,705
+12,099,974
214
$173M 0.07%
4,213,972
-531,938
215
$172M 0.07%
1,329,020
-6,530
216
$172M 0.07%
2,203,386
-62,542
217
$170M 0.07%
6,254,083
+3,406,087
218
$170M 0.07%
3,077,441
+157,555
219
$169M 0.07%
2,490,847
+303,948
220
$168M 0.07%
1,188,762
+159,421
221
$168M 0.07%
2,323,718
-134,018
222
$167M 0.07%
9,409,373
+146,090
223
$165M 0.07%
17,785,447
-2,393,024
224
$162M 0.06%
2,176,585
-656,966
225
$161M 0.06%
1,689,763
+302,108
7 8
9
10 11