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
3026
$1.14M ﹤0.01%
24,881
+15,327
3027
$1.14M ﹤0.01%
24,766
-4,349
3028
$1.13M ﹤0.01%
31,965
-1,491
3029
$1.13M ﹤0.01%
100,840
+16,591
3030
$1.13M ﹤0.01%
99,352
+2,414
3031
$1.12M ﹤0.01%
13,816
+9,753
3032
$1.12M ﹤0.01%
42,068
+1,144
3033
$1.12M ﹤0.01%
23,976
-712
3034
$1.12M ﹤0.01%
29,177
+9,143
3035
$1.12M ﹤0.01%
15,442
-6,650
3036
$1.12M ﹤0.01%
21,739
-1,706
3037
$1.11M ﹤0.01%
12,975
+2,539
3038
$1.11M ﹤0.01%
52,397
+29,866
3039
$1.11M ﹤0.01%
90,373
+4,721
3040
$1.11M ﹤0.01%
38,624
+11,012
3041
$1.11M ﹤0.01%
31,588
+29,306
3042
$1.11M ﹤0.01%
37,473
+1,115
3043
$1.11M ﹤0.01%
20,378
+6,915
3044
$1.11M ﹤0.01%
53,226
+43,775
3045
$1.11M ﹤0.01%
34,639
+12,627
3046
$1.11M ﹤0.01%
49,897
-6,830
3047
$1.11M ﹤0.01%
33,428
-25,194
3048
$1.11M ﹤0.01%
21,290
+6,847
3049
$1.11M ﹤0.01%
28,104
+2,409
3050
$1.1M ﹤0.01%
18,446
-227,171
120 121
122
123 124