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
2601
$1.99M ﹤0.01%
73,541
+28,981
2602
$1.97M ﹤0.01%
69,277
-21,220
2603
$1.97M ﹤0.01%
75,250
-2,591
2604
$1.97M ﹤0.01%
53,250
+14,171
2605
$1.96M ﹤0.01%
117,832
+24,112
2606
$1.96M ﹤0.01%
35,603
+2,587
2607
$1.96M ﹤0.01%
114,342
+5,710
2608
$1.96M ﹤0.01%
36,491
+19,682
2609
$1.96M ﹤0.01%
27,173
-34,863
2610
$1.96M ﹤0.01%
89,350
+65,614
2611
$1.96M ﹤0.01%
40,568
+34,287
2612
$1.95M ﹤0.01%
65,357
+17,490
2613
$1.95M ﹤0.01%
17,758
-221
2614
$1.95M ﹤0.01%
48,469
+9,377
2615
$1.94M ﹤0.01%
112,181
-5,623
2616
$1.92M ﹤0.01%
555,612
+49,673
2617
$1.92M ﹤0.01%
113,253
+36,690
2618
$1.92M ﹤0.01%
69,557
+1,621
2619
$1.92M ﹤0.01%
24,883
+17,204
2620
$1.91M ﹤0.01%
54,582
+32,462
2621
$1.91M ﹤0.01%
30,498
-5,438
2622
$1.91M ﹤0.01%
47,638
-5,845
2623
$1.91M ﹤0.01%
52,884
+2,557
2624
$1.91M ﹤0.01%
42,172
-2,175
2625
$1.91M ﹤0.01%
40,654
+1,708
103 104
105
106 107