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
2801
$1.52M ﹤0.01%
102,955
+36,901
2802
$1.52M ﹤0.01%
34,828
+13,405
2803
$1.52M ﹤0.01%
39,271
+28,681
2804
$1.52M ﹤0.01%
22,773
-1,174
2805
$1.52M ﹤0.01%
180,892
-5,657
2806
$1.52M ﹤0.01%
56,893
+48,276
2807
$1.51M ﹤0.01%
132,314
-6,672
2808
$1.51M ﹤0.01%
14,819
+3,614
2809
$1.51M ﹤0.01%
110,757
+22,051
2810
$1.5M ﹤0.01%
18,484
-3,094
2811
$1.5M ﹤0.01%
71,737
+36,191
2812
$1.5M ﹤0.01%
62,798
+54,071
2813
$1.5M ﹤0.01%
42,405
+18,262
2814
$1.49M ﹤0.01%
12,887
+3,782
2815
$1.49M ﹤0.01%
34,791
-1,467
2816
$1.49M ﹤0.01%
24,773
+3,146
2817
$1.49M ﹤0.01%
22,064
-1,409
2818
$1.49M ﹤0.01%
92,932
-1,253
2819
$1.48M ﹤0.01%
91,762
+38,592
2820
$1.48M ﹤0.01%
90,635
+35,033
2821
$1.48M ﹤0.01%
52,142
-544
2822
$1.48M ﹤0.01%
22,526
-413
2823
$1.48M ﹤0.01%
13,549
+3,534
2824
$1.48M ﹤0.01%
73,515
+6,771
2825
$1.47M ﹤0.01%
19,710
+9,896
111 112
113
114 115