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
2726
$1.68M ﹤0.01%
71,917
+4,642
2727
$1.68M ﹤0.01%
66,433
-76,018
2728
$1.67M ﹤0.01%
54,995
+14,592
2729
$1.67M ﹤0.01%
418,158
-171,228
2730
$1.67M ﹤0.01%
76,198
-4,839
2731
$1.66M ﹤0.01%
188,918
+5,247
2732
$1.66M ﹤0.01%
33,352
+5,981
2733
$1.66M ﹤0.01%
152,362
-4,980
2734
$1.65M ﹤0.01%
137,177
+8,315
2735
$1.65M ﹤0.01%
48,622
+8,597
2736
$1.65M ﹤0.01%
62,416
+60,478
2737
$1.64M ﹤0.01%
33,991
-21,883
2738
$1.64M ﹤0.01%
265,850
-32,759
2739
$1.64M ﹤0.01%
7,635
-1,130
2740
$1.63M ﹤0.01%
10,090
+2,006
2741
$1.63M ﹤0.01%
3,989
+248
2742
$1.63M ﹤0.01%
21,904
+2,467
2743
$1.63M ﹤0.01%
3,393
-208
2744
$1.63M ﹤0.01%
564,699
+80,993
2745
$1.63M ﹤0.01%
45,678
+8,715
2746
$1.63M ﹤0.01%
132,786
-3,421
2747
$1.62M ﹤0.01%
76,082
+9,593
2748
$1.62M ﹤0.01%
98,495
-62,087
2749
$1.62M ﹤0.01%
31,016
+12,582
2750
$1.62M ﹤0.01%
43,866
+4,611
108 109
110
111 112