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
1601
$7.42M ﹤0.01%
48,571
+1,099
1602
$7.42M ﹤0.01%
229,562
-64,198
1603
$7.41M ﹤0.01%
95,788
-8,651
1604
$7.41M ﹤0.01%
725,723
-16,802
1605
$7.39M ﹤0.01%
81,633
+5,415
1606
$7.38M ﹤0.01%
322,691
+67,353
1607
$7.37M ﹤0.01%
302,726
-86,643
1608
$7.36M ﹤0.01%
39,037
+30,266
1609
$7.35M ﹤0.01%
171,985
-101,669
1610
$7.34M ﹤0.01%
268,177
-99,380
1611
$7.34M ﹤0.01%
286,174
+79,524
1612
$7.34M ﹤0.01%
30,071
+14,258
1613
$7.33M ﹤0.01%
493,240
-18,142
1614
$7.32M ﹤0.01%
110,391
+3,862
1615
$7.3M ﹤0.01%
152,050
-198
1616
$7.29M ﹤0.01%
308,480
-231,592
1617
$7.28M ﹤0.01%
360,068
+51,171
1618
$7.21M ﹤0.01%
117,675
+4,872
1619
$7.2M ﹤0.01%
1,409,581
+800,381
1620
$7.19M ﹤0.01%
257,958
-30,808
1621
$7.19M ﹤0.01%
209,267
-37,856
1622
$7.17M ﹤0.01%
225,640
+4,574
1623
$7.17M ﹤0.01%
1,156,919
+645,763
1624
$7.15M ﹤0.01%
423,660
+172,819
1625
$7.15M ﹤0.01%
110,536
+6,594
63 64
65
66 67