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
2551
$2.14M ﹤0.01%
38,922
+911
2552
$2.14M ﹤0.01%
+62,707
2553
$2.13M ﹤0.01%
152,065
-12,652
2554
$2.13M ﹤0.01%
73,661
-81,475
2555
$2.13M ﹤0.01%
67,424
+18,676
2556
$2.13M ﹤0.01%
81,641
+58,211
2557
$2.13M ﹤0.01%
19,073
+3,248
2558
$2.12M ﹤0.01%
46,968
-1,492
2559
$2.12M ﹤0.01%
44,633
+582
2560
$2.11M ﹤0.01%
219,244
-703
2561
$2.11M ﹤0.01%
17,536
+9,998
2562
$2.11M ﹤0.01%
21,045
-897
2563
$2.11M ﹤0.01%
40,308
-18,173
2564
$2.11M ﹤0.01%
448,767
+31,320
2565
$2.11M ﹤0.01%
22,309
+3,290
2566
$2.1M ﹤0.01%
34,308
+24,055
2567
$2.1M ﹤0.01%
43,876
+3,982
2568
$2.1M ﹤0.01%
+23
2569
$2.09M ﹤0.01%
87,488
+29,119
2570
$2.09M ﹤0.01%
43,069
+7,167
2571
$2.09M ﹤0.01%
1,377
+43
2572
$2.08M ﹤0.01%
130,713
-19,727
2573
$2.08M ﹤0.01%
112,772
-16,225
2574
$2.08M ﹤0.01%
34,523
-10,376
2575
$2.07M ﹤0.01%
24,298
+6,329
101 102
103
104 105