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
3101
$1.04M ﹤0.01%
17,831
+3,837
3102
$1.04M ﹤0.01%
90,731
-2,053
3103
$1.04M ﹤0.01%
42,270
+37,393
3104
$1.04M ﹤0.01%
164,125
-5,244
3105
$1.04M ﹤0.01%
14,478
+7,754
3106
$1.04M ﹤0.01%
29,332
-4,526
3107
$1.04M ﹤0.01%
55,869
-50,815
3108
$1.03M ﹤0.01%
43,872
+4,667
3109
$1.03M ﹤0.01%
20,400
+8,535
3110
$1.03M ﹤0.01%
83,209
+9,297
3111
$1.03M ﹤0.01%
3,739
-2
3112
$1.03M ﹤0.01%
115,205
-23,845
3113
$1.03M ﹤0.01%
56,541
+9,900
3114
$1.03M ﹤0.01%
62,252
+762
3115
$1.03M ﹤0.01%
16,500
+8,498
3116
$1.03M ﹤0.01%
21,147
-5,749
3117
$1.02M ﹤0.01%
44,930
+8,224
3118
$1.02M ﹤0.01%
28,147
+478
3119
$1.01M ﹤0.01%
14,305
+4,592
3120
$1.01M ﹤0.01%
64,917
-4,696
3121
$1.01M ﹤0.01%
45,988
+20,026
3122
$1.01M ﹤0.01%
12,787
-59,361
3123
$1.01M ﹤0.01%
72,936
-37,208
3124
$1.01M ﹤0.01%
79,120
+6,131
3125
$1.01M ﹤0.01%
56,925
-24
123 124
125
126 127