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
2251
$3.1M ﹤0.01%
90,126
-25,984
2252
$3.1M ﹤0.01%
86,588
+13,122
2253
$3.1M ﹤0.01%
542,892
+3,431
2254
$3.09M ﹤0.01%
54,043
-11,700
2255
$3.09M ﹤0.01%
320,401
+10,617
2256
$3.09M ﹤0.01%
75,425
+40,139
2257
$3.09M ﹤0.01%
99,574
-118,290
2258
$3.08M ﹤0.01%
35,381
+4,604
2259
$3.08M ﹤0.01%
192,204
+1,737
2260
$3.08M ﹤0.01%
95,819
+94,277
2261
$3.08M ﹤0.01%
311,804
+5,784
2262
$3.06M ﹤0.01%
145,802
-64,303
2263
$3.06M ﹤0.01%
41,448
-24,774
2264
$3.05M ﹤0.01%
38,012
+28,188
2265
$3.05M ﹤0.01%
58,286
+51
2266
$3.04M ﹤0.01%
33,471
-3,795
2267
$3.04M ﹤0.01%
16,528
+8,979
2268
$3.04M ﹤0.01%
152,770
+42,991
2269
$3.03M ﹤0.01%
24,282
-38,293
2270
$3.03M ﹤0.01%
51,945
+8,596
2271
$3.01M ﹤0.01%
93,824
-7,699
2272
$3M ﹤0.01%
44,866
+22,946
2273
$3M ﹤0.01%
57,442
-150,196
2274
$2.99M ﹤0.01%
92,278
-10,342
2275
$2.99M ﹤0.01%
154,318
-8,476
89 90
91
92 93