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
2476
$2.35M ﹤0.01%
52,273
-10,394
2477
$2.35M ﹤0.01%
97,535
-2,372
2478
$2.35M ﹤0.01%
63,822
-97,224
2479
$2.35M ﹤0.01%
24,216
-95,921
2480
$2.35M ﹤0.01%
179,412
-53,417
2481
$2.34M ﹤0.01%
222,525
+38,227
2482
$2.34M ﹤0.01%
19,442
-34,974
2483
$2.34M ﹤0.01%
121,324
+32,340
2484
$2.33M ﹤0.01%
38,686
+14,023
2485
$2.33M ﹤0.01%
119,094
+73,866
2486
$2.33M ﹤0.01%
49,335
+5,266
2487
$2.33M ﹤0.01%
394,078
-36,228
2488
$2.32M ﹤0.01%
54,676
+5,155
2489
$2.32M ﹤0.01%
77,224
-5,352
2490
$2.32M ﹤0.01%
171,855
-18,592
2491
$2.31M ﹤0.01%
19,276
+2,196
2492
$2.31M ﹤0.01%
79,065
+1,658
2493
$2.31M ﹤0.01%
90,995
+2,327
2494
$2.31M ﹤0.01%
24,129
+2,041
2495
$2.31M ﹤0.01%
36,865
-78
2496
$2.3M ﹤0.01%
26,544
-7,801
2497
$2.29M ﹤0.01%
82,478
+2,079
2498
$2.29M ﹤0.01%
61,103
+37,287
2499
$2.29M ﹤0.01%
283,467
+14,895
2500
$2.28M ﹤0.01%
108,138
+104,710
98 99
100
101 102