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
2276
$2.99M ﹤0.01%
65,326
+20,051
2277
$2.99M ﹤0.01%
27,405
-20,833
2278
$2.98M ﹤0.01%
53,750
-10,697
2279
$2.98M ﹤0.01%
258,718
+32,658
2280
$2.98M ﹤0.01%
37,291
+2,471
2281
$2.98M ﹤0.01%
244,347
-461,559
2282
$2.96M ﹤0.01%
63,253
+932
2283
$2.95M ﹤0.01%
165,806
+87,655
2284
$2.95M ﹤0.01%
60,663
-38,532
2285
$2.95M ﹤0.01%
54,877
+1,902
2286
$2.94M ﹤0.01%
48,153
+1,816
2287
$2.94M ﹤0.01%
153,158
+69,801
2288
$2.94M ﹤0.01%
86,566
-132,426
2289
$2.94M ﹤0.01%
136,140
+98,865
2290
$2.94M ﹤0.01%
50,068
-14,645
2291
$2.93M ﹤0.01%
88,732
-18
2292
$2.93M ﹤0.01%
77,097
+6,889
2293
$2.92M ﹤0.01%
74,075
-6,372
2294
$2.91M ﹤0.01%
29,448
-4,889
2295
$2.91M ﹤0.01%
199,785
-28,440
2296
$2.91M ﹤0.01%
65,235
-1,055
2297
$2.91M ﹤0.01%
184,759
+9,185
2298
$2.91M ﹤0.01%
60,116
-11,386
2299
$2.9M ﹤0.01%
149,528
-91,418
2300
$2.9M ﹤0.01%
95,722
+46,273
90 91
92
93 94