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
2701
$1.74M ﹤0.01%
163,064
+40,405
2702
$1.74M ﹤0.01%
184,408
-11,932
2703
$1.73M ﹤0.01%
62,346
+4,241
2704
$1.73M ﹤0.01%
69,737
+27,303
2705
$1.73M ﹤0.01%
138,940
+5,149
2706
$1.73M ﹤0.01%
185,693
-49,875
2707
$1.72M ﹤0.01%
3,933
+655
2708
$1.72M ﹤0.01%
322,040
-230,703
2709
$1.72M ﹤0.01%
28,550
+12,595
2710
$1.72M ﹤0.01%
17,466
-825
2711
$1.71M ﹤0.01%
22,186
-627
2712
$1.7M ﹤0.01%
36,484
+12,458
2713
$1.7M ﹤0.01%
57,323
+57,131
2714
$1.7M ﹤0.01%
95,304
-6,849
2715
$1.69M ﹤0.01%
49,894
+1,824
2716
$1.69M ﹤0.01%
176,098
+11,122
2717
$1.69M ﹤0.01%
162,575
-64,051
2718
$1.69M ﹤0.01%
47,673
-7,204
2719
$1.69M ﹤0.01%
60,557
+24,513
2720
$1.69M ﹤0.01%
374,590
+29,099
2721
$1.68M ﹤0.01%
20,466
+3,040
2722
$1.68M ﹤0.01%
126,812
-29,575
2723
$1.68M ﹤0.01%
159,481
+8,567
2724
$1.68M ﹤0.01%
69,364
-58,429
2725
$1.68M ﹤0.01%
62,274
+20,765
107 108
109
110 111