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
1
$6.62B 2.62%
22,771,481
+3,090,771
2
$5.02B 1.99%
43,893,102
+5,375,980
3
$4.07B 1.61%
72,166,696
+5,542,760
4
$2.42B 0.96%
37,759,754
+2,663,178
5
$2.42B 0.96%
35,577,036
+607,608
6
$2.38B 0.94%
23,782,380
+3,617,840
7
$2.2B 0.87%
36,472,620
+1,805,560
8
$2.12B 0.84%
10,223,860
+182,788
9
$2.09B 0.83%
18,528,492
+417,198
10
$1.94B 0.77%
14,071,704
+1,885,732
11
$1.88B 0.75%
36,380,618
+1,046,430
12
$1.81B 0.72%
38,214,636
-610,624
13
$1.8B 0.71%
16,288,804
+633,854
14
$1.75B 0.69%
10,641,830
+2,917,364
15
$1.67B 0.66%
11,153,529
+51,165
16
$1.61B 0.64%
9,976,215
+243,940
17
$1.49B 0.59%
15,149,831
+330,542
18
$1.49B 0.59%
16,918,420
+875,544
19
$1.48B 0.59%
17,014,878
+230,608
20
$1.48B 0.59%
12,070,921
+88,549
21
$1.47B 0.58%
93,664,295
-1,963,806
22
$1.34B 0.53%
7,879,691
+498,305
23
$1.33B 0.53%
8,081,250
+144,738
24
$1.31B 0.52%
11,221,033
+1,390,316
25
$1.3B 0.52%
26,715,829
+556,301
1
2 3 4 5