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
2876
$1.36M ﹤0.01%
423
+406
2877
$1.36M ﹤0.01%
139,913
+23,546
2878
$1.36M ﹤0.01%
29,285
+3,881
2879
$1.36M ﹤0.01%
21,105
-9,694
2880
$1.36M ﹤0.01%
66,301
+10,797
2881
$1.36M ﹤0.01%
21,127
+12,393
2882
$1.36M ﹤0.01%
106,653
+56,105
2883
$1.36M ﹤0.01%
55,466
+2,584
2884
$1.36M ﹤0.01%
62,834
+62,788
2885
$1.36M ﹤0.01%
121,961
-5,943
2886
$1.35M ﹤0.01%
69,125
+4,791
2887
$1.35M ﹤0.01%
90,746
-4,143
2888
$1.35M ﹤0.01%
114,834
-3,076
2889
$1.35M ﹤0.01%
66,009
+7,829
2890
$1.35M ﹤0.01%
38,277
-13,521
2891
$1.35M ﹤0.01%
10,624
+1,105
2892
$1.35M ﹤0.01%
97,235
-2,078
2893
$1.34M ﹤0.01%
111,918
+384
2894
$1.34M ﹤0.01%
45,223
+5,735
2895
$1.34M ﹤0.01%
29,049
-4,016
2896
$1.34M ﹤0.01%
11,159
+190
2897
$1.34M ﹤0.01%
9,081
+5,506
2898
$1.34M ﹤0.01%
1,428
+164
2899
$1.33M ﹤0.01%
71,321
+19,760
2900
$1.33M ﹤0.01%
30,231
+12,357
114 115
116
117 118