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
2101
$3.76M ﹤0.01%
52,468
-8,439
2102
$3.75M ﹤0.01%
50,051
+9,310
2103
$3.75M ﹤0.01%
122,209
+12,441
2104
$3.74M ﹤0.01%
34,709
-5,055
2105
$3.73M ﹤0.01%
261,092
-13,927
2106
$3.71M ﹤0.01%
148,593
+821
2107
$3.71M ﹤0.01%
147,168
+96,979
2108
$3.71M ﹤0.01%
81,144
+10,004
2109
$3.7M ﹤0.01%
309,568
+148,087
2110
$3.7M ﹤0.01%
104,608
-587
2111
$3.7M ﹤0.01%
68,752
+29,530
2112
$3.69M ﹤0.01%
407,230
-89,440
2113
$3.69M ﹤0.01%
95,689
-91,170
2114
$3.69M ﹤0.01%
115,344
+15,313
2115
$3.69M ﹤0.01%
36,675
+281
2116
$3.69M ﹤0.01%
206,684
+2,035
2117
$3.69M ﹤0.01%
83,417
-59,177
2118
$3.69M ﹤0.01%
43,392
+19,587
2119
$3.68M ﹤0.01%
104,706
+17,323
2120
$3.67M ﹤0.01%
169,632
-91,075
2121
$3.67M ﹤0.01%
147,897
-166,061
2122
$3.67M ﹤0.01%
54,774
+118
2123
$3.67M ﹤0.01%
99,713
-39,386
2124
$3.66M ﹤0.01%
316,018
+116,555
2125
$3.66M ﹤0.01%
67,669
-65,099
83 84
85
86 87