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
1351
$10.8M ﹤0.01%
172,462
-16,226
1352
$10.8M ﹤0.01%
186,867
+69,450
1353
$10.8M ﹤0.01%
207,640
+183,365
1354
$10.8M ﹤0.01%
429,876
+40,026
1355
$10.8M ﹤0.01%
137,021
-157,785
1356
$10.8M ﹤0.01%
8,344
-1,666
1357
$10.8M ﹤0.01%
797,441
-146,563
1358
$10.8M ﹤0.01%
583,254
-261,773
1359
$10.7M ﹤0.01%
155,064
-71,424
1360
$10.7M ﹤0.01%
96,407
-8,824
1361
$10.7M ﹤0.01%
251,600
+92,134
1362
$10.7M ﹤0.01%
399,923
+113,960
1363
$10.7M ﹤0.01%
90,781
-10,531
1364
$10.7M ﹤0.01%
158,107
+28,618
1365
$10.7M ﹤0.01%
38,978
+15,800
1366
$10.7M ﹤0.01%
367,578
-112,398
1367
$10.7M ﹤0.01%
282,146
-65,017
1368
$10.7M ﹤0.01%
192,632
+80,666
1369
$10.7M ﹤0.01%
538,563
-47,613
1370
$10.7M ﹤0.01%
135,186
+30,606
1371
$10.7M ﹤0.01%
227,150
-8,496
1372
$10.6M ﹤0.01%
220,342
-10,101
1373
$10.6M ﹤0.01%
299,478
-108,904
1374
$10.6M ﹤0.01%
134,172
-20,592
1375
$10.6M ﹤0.01%
2,374,368
-1,251,797
53 54
55
56 57