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
2651
$1.85M ﹤0.01%
34,632
+14,595
2652
$1.84M ﹤0.01%
211,753
-240,875
2653
$1.84M ﹤0.01%
133,485
+18,161
2654
$1.84M ﹤0.01%
45,948
+18,101
2655
$1.84M ﹤0.01%
156,352
-33,513
2656
$1.83M ﹤0.01%
40,759
-1,374
2657
$1.83M ﹤0.01%
486,375
-20,216
2658
$1.83M ﹤0.01%
77,607
+5,797
2659
$1.82M ﹤0.01%
77,842
+4,014
2660
$1.82M ﹤0.01%
27,014
+21,446
2661
$1.81M ﹤0.01%
885,098
-122,822
2662
$1.81M ﹤0.01%
96,636
-9,442
2663
$1.81M ﹤0.01%
48,120
+14,147
2664
$1.81M ﹤0.01%
146,235
-9,856
2665
$1.81M ﹤0.01%
44,928
+11,437
2666
$1.81M ﹤0.01%
136,360
-42,453
2667
$1.81M ﹤0.01%
151,044
+19
2668
$1.81M ﹤0.01%
37,356
+3,521
2669
$1.8M ﹤0.01%
253,889
+6,261
2670
$1.79M ﹤0.01%
65,205
+502
2671
$1.79M ﹤0.01%
22,098
+2,963
2672
$1.79M ﹤0.01%
72,724
+72,347
2673
$1.79M ﹤0.01%
62,374
+24,784
2674
$1.79M ﹤0.01%
20,582
+6,527
2675
$1.79M ﹤0.01%
42,065
+1,192
105 106
107
108 109