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
7376
$0 ﹤0.01%
+62
7377
– –
-14
7378
– –
-500
7379
– –
-27
7380
– –
-412
7381
– –
-400
7382
– –
-5,171
7383
– –
-143
7384
– –
-1,308
7385
$0 ﹤0.01%
3,900
7386
– –
-1,400
7387
– –
-2,674
7388
$0 ﹤0.01%
+100
7389
– –
-1,100
7390
– –
-2,800
7391
– –
-30
7392
– –
-1,601
7393
– –
-200
7394
– –
-817
7395
$0 ﹤0.01%
163,425
+3,392
7396
– –
-500
7397
– –
-100
7398
– –
-370
7399
$0 ﹤0.01%
3,183
-1,100
7400
– –
-23,128
294 295
296
297 298