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
2901
$1.33M ﹤0.01%
86,222
+9,221
2902
$1.33M ﹤0.01%
3,418
-9,213
2903
$1.33M ﹤0.01%
20,494
+2,393
2904
$1.33M ﹤0.01%
32,070
+18,079
2905
$1.32M ﹤0.01%
141,758
+1,301
2906
$1.32M ﹤0.01%
153,858
+32,318
2907
$1.32M ﹤0.01%
16,682
+6,927
2908
$1.32M ﹤0.01%
69,732
+18,823
2909
$1.32M ﹤0.01%
63,103
-31,898
2910
$1.32M ﹤0.01%
44,671
+24,843
2911
$1.31M ﹤0.01%
22,124
2912
$1.31M ﹤0.01%
101,210
-4,442
2913
$1.31M ﹤0.01%
106,718
-1,875
2914
$1.31M ﹤0.01%
26,817
+12,190
2915
$1.31M ﹤0.01%
49,022
-26,051
2916
$1.31M ﹤0.01%
17,884
-1,693
2917
$1.31M ﹤0.01%
12,339
+1,535
2918
$1.31M ﹤0.01%
18,875
-1,547
2919
$1.3M ﹤0.01%
57,900
+4,143
2920
$1.3M ﹤0.01%
16,507
+2,048
2921
$1.3M ﹤0.01%
50,762
+15,435
2922
$1.3M ﹤0.01%
46,292
+7,994
2923
$1.3M ﹤0.01%
152,607
+305
2924
$1.3M ﹤0.01%
15,827
+9,040
2925
$1.3M ﹤0.01%
45,308
-6,287
115 116
117
118 119