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
2526
$2.2M ﹤0.01%
92,786
+21,822
2527
$2.19M ﹤0.01%
347,634
-124,770
2528
$2.19M ﹤0.01%
106,170
-101,911
2529
$2.18M ﹤0.01%
43,204
+24,994
2530
$2.18M ﹤0.01%
237,331
+140,057
2531
$2.18M ﹤0.01%
149,772
-11,977
2532
$2.18M ﹤0.01%
126,866
+31,962
2533
$2.18M ﹤0.01%
41,375
-57,116
2534
$2.18M ﹤0.01%
45,811
+20,401
2535
$2.18M ﹤0.01%
140,567
+135,823
2536
$2.18M ﹤0.01%
41,720
+13,612
2537
$2.17M ﹤0.01%
25,090
+1,864
2538
$2.17M ﹤0.01%
26,524
-8,521
2539
$2.17M ﹤0.01%
129,727
-22,877
2540
$2.17M ﹤0.01%
119,395
-364
2541
$2.16M ﹤0.01%
76,127
+392
2542
$2.16M ﹤0.01%
126,441
+57,829
2543
$2.16M ﹤0.01%
129,534
+43,225
2544
$2.15M ﹤0.01%
190,651
+22,337
2545
$2.15M ﹤0.01%
136,736
-81,079
2546
$2.15M ﹤0.01%
43,678
+23,246
2547
$2.15M ﹤0.01%
91,297
+18,279
2548
$2.15M ﹤0.01%
39,286
+255
2549
$2.15M ﹤0.01%
180,345
-4,552
2550
$2.14M ﹤0.01%
309,800
-8,090
100 101
102
103 104