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
4001
$275K ﹤0.01%
16,288
-7,016
4002
$275K ﹤0.01%
13,923
+1,158
4003
$274K ﹤0.01%
12,621
+1,650
4004
$274K ﹤0.01%
3,794
+789
4005
$274K ﹤0.01%
8,087
+2,630
4006
$273K ﹤0.01%
15,983
+3,490
4007
$273K ﹤0.01%
6,035
-755
4008
$272K ﹤0.01%
2,753
-1,791
4009
$271K ﹤0.01%
6,473
-3,238
4010
$271K ﹤0.01%
11,707
-27,069
4011
$270K ﹤0.01%
9,570
+697
4012
$269K ﹤0.01%
7,941
+1,587
4013
$269K ﹤0.01%
3,764
-21,136
4014
$268K ﹤0.01%
29,905
-4,818
4015
$266K ﹤0.01%
4,958
+4,358
4016
$265K ﹤0.01%
17,163
+4,294
4017
$264K ﹤0.01%
19,105
+2,227
4018
$264K ﹤0.01%
14,664
+1,022
4019
$264K ﹤0.01%
23,571
-2,391
4020
$263K ﹤0.01%
183
+180
4021
$263K ﹤0.01%
7,881
+2,926
4022
$263K ﹤0.01%
18,785
+9,432
4023
$263K ﹤0.01%
+7,756
4024
$263K ﹤0.01%
4,841
+1,402
4025
$263K ﹤0.01%
16,827
+11,068
159 160
161
162 163