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
2851
$1.41M ﹤0.01%
159,797
+27,677
2852
$1.41M ﹤0.01%
122,502
-5,809
2853
$1.41M ﹤0.01%
28,056
+1,790
2854
$1.4M ﹤0.01%
86,508
+30,361
2855
$1.4M ﹤0.01%
36,386
+20,216
2856
$1.4M ﹤0.01%
19,689
+13,127
2857
$1.4M ﹤0.01%
9,477
+2,179
2858
$1.4M ﹤0.01%
56,668
+5,380
2859
$1.4M ﹤0.01%
193,821
-18,458
2860
$1.4M ﹤0.01%
31,020
+14,649
2861
$1.38M ﹤0.01%
34,403
-9,002
2862
$1.38M ﹤0.01%
86,159
+3,111
2863
$1.38M ﹤0.01%
19,876
+1,538
2864
$1.38M ﹤0.01%
22,996
-72,181
2865
$1.38M ﹤0.01%
92,725
+32,720
2866
$1.38M ﹤0.01%
35,131
+7,028
2867
$1.37M ﹤0.01%
140,715
-26,141
2868
$1.37M ﹤0.01%
42,005
+5,170
2869
$1.37M ﹤0.01%
9,592
-8,343
2870
$1.37M ﹤0.01%
103,038
+29,381
2871
$1.37M ﹤0.01%
43,662
-19,072
2872
$1.37M ﹤0.01%
29,024
+26,524
2873
$1.37M ﹤0.01%
24,561
+1,887
2874
$1.36M ﹤0.01%
54,204
+1,203
2875
$1.36M ﹤0.01%
17,774
+2,099
113 114
115
116 117