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
2226
$3.19M ﹤0.01%
55,480
+2,076
2227
$3.19M ﹤0.01%
15,754
+2,056
2228
$3.18M ﹤0.01%
25,581
-7,346
2229
$3.18M ﹤0.01%
69,682
+4,330
2230
$3.18M ﹤0.01%
99,659
+14,598
2231
$3.17M ﹤0.01%
69,415
+31,820
2232
$3.17M ﹤0.01%
244,541
-223,940
2233
$3.17M ﹤0.01%
83,851
+36,735
2234
$3.16M ﹤0.01%
38,788
+30,655
2235
$3.16M ﹤0.01%
41,434
+13,200
2236
$3.16M ﹤0.01%
137,803
-87,780
2237
$3.15M ﹤0.01%
693,020
+24,500
2238
$3.15M ﹤0.01%
447,108
-189,852
2239
$3.15M ﹤0.01%
70,904
+30,941
2240
$3.15M ﹤0.01%
136,970
+16,654
2241
$3.13M ﹤0.01%
706,954
-24,224
2242
$3.13M ﹤0.01%
42,501
-10,581
2243
$3.12M ﹤0.01%
38,608
+9,347
2244
$3.11M ﹤0.01%
200,551
+16,956
2245
$3.11M ﹤0.01%
50,821
+4,655
2246
$3.11M ﹤0.01%
355,555
-11,268
2247
$3.11M ﹤0.01%
80,960
-13,468
2248
$3.11M ﹤0.01%
320,555
-211,570
2249
$3.11M ﹤0.01%
185,661
+144,374
2250
$3.1M ﹤0.01%
329,931
+73,237
88 89
90
91 92