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
2926
$1.3M ﹤0.01%
29,312
+3,360
2927
$1.29M ﹤0.01%
74,028
-11,134
2928
$1.29M ﹤0.01%
31,579
-11,579
2929
$1.29M ﹤0.01%
152,505
-149,531
2930
$1.29M ﹤0.01%
20,159
+9,579
2931
$1.29M ﹤0.01%
208,879
+80,886
2932
$1.29M ﹤0.01%
50,315
-4,635
2933
$1.29M ﹤0.01%
52,423
-15,391
2934
$1.28M ﹤0.01%
17,831
+589
2935
$1.28M ﹤0.01%
20,026
+1,485
2936
$1.28M ﹤0.01%
65,954
-7,864
2937
$1.28M ﹤0.01%
100,306
+57,469
2938
$1.27M ﹤0.01%
39,140
+8,420
2939
$1.27M ﹤0.01%
40,644
-19,927
2940
$1.27M ﹤0.01%
48,527
+17,925
2941
$1.27M ﹤0.01%
25,045
-1,000
2942
$1.27M ﹤0.01%
60,002
+51,870
2943
$1.27M ﹤0.01%
62,645
+6,283
2944
$1.27M ﹤0.01%
40,184
+488
2945
$1.27M ﹤0.01%
20,702
+1,265
2946
$1.26M ﹤0.01%
24,739
+8,222
2947
$1.26M ﹤0.01%
51,330
+16,487
2948
$1.26M ﹤0.01%
25,989
-1,260
2949
$1.26M ﹤0.01%
262,875
-9,711
2950
$1.26M ﹤0.01%
72,044
-66,503
116 117
118
119 120