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
2501
$2.28M ﹤0.01%
28,141
+1,135
2502
$2.28M ﹤0.01%
245,475
-12,429
2503
$2.27M ﹤0.01%
53,980
-98,780
2504
$2.27M ﹤0.01%
204,873
-20,858
2505
$2.26M ﹤0.01%
186,951
+596
2506
$2.26M ﹤0.01%
461,990
+448,572
2507
$2.26M ﹤0.01%
103,548
+73,713
2508
$2.26M ﹤0.01%
108,655
+3,220
2509
$2.26M ﹤0.01%
3,195
+503
2510
$2.26M ﹤0.01%
53,004
+5,415
2511
$2.26M ﹤0.01%
20,141
+2,594
2512
$2.25M ﹤0.01%
19,022
+14,997
2513
$2.25M ﹤0.01%
135,450
+2,634
2514
$2.25M ﹤0.01%
38,362
+9,839
2515
$2.25M ﹤0.01%
99,120
+10,744
2516
$2.25M ﹤0.01%
74,388
+3,597
2517
$2.24M ﹤0.01%
147,246
+45,388
2518
$2.24M ﹤0.01%
130,457
-2,515
2519
$2.24M ﹤0.01%
17,485
+13,914
2520
$2.23M ﹤0.01%
117,686
+15,954
2521
$2.22M ﹤0.01%
9,803
-3,476
2522
$2.21M ﹤0.01%
50,422
+46,157
2523
$2.21M ﹤0.01%
27,862
+19,628
2524
$2.2M ﹤0.01%
13,474
-6,828
2525
$2.2M ﹤0.01%
39,300
-732
99 100
101
102 103