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
3076
$1.08M ﹤0.01%
79,801
-320,984
3077
$1.08M ﹤0.01%
42,519
-2,277
3078
$1.08M ﹤0.01%
55,929
+19,359
3079
$1.08M ﹤0.01%
63,711
-38,166
3080
$1.08M ﹤0.01%
48,069
-32,225
3081
$1.08M ﹤0.01%
19,669
-153
3082
$1.07M ﹤0.01%
76,985
+14,633
3083
$1.07M ﹤0.01%
29,106
+184
3084
$1.07M ﹤0.01%
20,158
+5,874
3085
$1.07M ﹤0.01%
34,751
+4,399
3086
$1.07M ﹤0.01%
30,407
+10,432
3087
$1.07M ﹤0.01%
26,488
-12,301
3088
$1.07M ﹤0.01%
32,563
+20,124
3089
$1.06M ﹤0.01%
26,013
+16,298
3090
$1.06M ﹤0.01%
27,100
-8,642
3091
$1.06M ﹤0.01%
58,492
-964
3092
$1.05M ﹤0.01%
146,577
+27,231
3093
$1.05M ﹤0.01%
16,012
-17,727
3094
$1.05M ﹤0.01%
24,908
-15,570
3095
$1.05M ﹤0.01%
12,321
+7,450
3096
$1.05M ﹤0.01%
43,873
-17,602
3097
$1.05M ﹤0.01%
106,159
+77,408
3098
$1.05M ﹤0.01%
27,690
-42,277
3099
$1.05M ﹤0.01%
6,108
+1,191
3100
$1.04M ﹤0.01%
65,178
+21,224
122 123
124
125 126