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
2951
$1.25M ﹤0.01%
44,660
+28,294
2952
$1.25M ﹤0.01%
87,571
-2,054
2953
$1.25M ﹤0.01%
74,819
+18,068
2954
$1.25M ﹤0.01%
31,111
-1,160
2955
$1.24M ﹤0.01%
11,189
+3,173
2956
$1.24M ﹤0.01%
108,848
-15,027
2957
$1.24M ﹤0.01%
89,405
-147,124
2958
$1.24M ﹤0.01%
23,114
-29,398
2959
$1.24M ﹤0.01%
6,682
+155
2960
$1.24M ﹤0.01%
24,110
-3,559
2961
$1.24M ﹤0.01%
37,678
+556
2962
$1.23M ﹤0.01%
9,789
-1,805
2963
$1.23M ﹤0.01%
21,707
-820
2964
$1.23M ﹤0.01%
80,608
+78,762
2965
$1.23M ﹤0.01%
10,310
+268
2966
$1.23M ﹤0.01%
10,358
+3,701
2967
$1.23M ﹤0.01%
86,270
-14,230
2968
$1.23M ﹤0.01%
293,814
+174,957
2969
$1.22M ﹤0.01%
56,860
-1,123
2970
$1.22M ﹤0.01%
48,113
+8,004
2971
$1.22M ﹤0.01%
21,731
+14,555
2972
$1.21M ﹤0.01%
30,734
-296
2973
$1.21M ﹤0.01%
50,025
+5,638
2974
$1.21M ﹤0.01%
27,052
-482,868
2975
$1.21M ﹤0.01%
9,381
+1,003
117 118
119
120 121