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
2751
$1.61M ﹤0.01%
26,305
+1,854
2752
$1.61M ﹤0.01%
198,489
-239,976
2753
$1.61M ﹤0.01%
39,994
+21,858
2754
$1.6M ﹤0.01%
113,284
+6,415
2755
$1.6M ﹤0.01%
83,583
+50,443
2756
$1.6M ﹤0.01%
129,123
+68,311
2757
$1.6M ﹤0.01%
106,787
+18,672
2758
$1.6M ﹤0.01%
120,960
-8,790
2759
$1.6M ﹤0.01%
117,828
+106,170
2760
$1.6M ﹤0.01%
63,014
-85,973
2761
$1.6M ﹤0.01%
50,507
-2,847
2762
$1.6M ﹤0.01%
15,435
-30,217
2763
$1.59M ﹤0.01%
36,575
+2,055
2764
$1.59M ﹤0.01%
120,469
+1,097
2765
$1.59M ﹤0.01%
21,619
+245
2766
$1.59M ﹤0.01%
69,579
-1,970
2767
$1.59M ﹤0.01%
52,473
-493
2768
$1.58M ﹤0.01%
14,991
+1,031
2769
$1.58M ﹤0.01%
74,694
-45,228
2770
$1.58M ﹤0.01%
121,217
+23,265
2771
$1.58M ﹤0.01%
48,461
-3,660
2772
$1.58M ﹤0.01%
7,850
+2,464
2773
$1.57M ﹤0.01%
33,916
+3,586
2774
$1.57M ﹤0.01%
165,987
+67,131
2775
$1.57M ﹤0.01%
91,944
+35,795
109 110
111
112 113