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
2326
$2.81M ﹤0.01%
140,974
+41,842
2327
$2.81M ﹤0.01%
82,991
-64,457
2328
$2.81M ﹤0.01%
1,270,810
+463,699
2329
$2.8M ﹤0.01%
59,212
-538
2330
$2.8M ﹤0.01%
83,305
+16,528
2331
$2.79M ﹤0.01%
307,883
+215,033
2332
$2.79M ﹤0.01%
54,662
-24,226
2333
$2.78M ﹤0.01%
110,191
+3,511
2334
$2.78M ﹤0.01%
186,543
+16,265
2335
$2.78M ﹤0.01%
111,225
-6,726
2336
$2.77M ﹤0.01%
199,622
+20,448
2337
$2.77M ﹤0.01%
45,793
-3,707
2338
$2.77M ﹤0.01%
152,516
+48,442
2339
$2.77M ﹤0.01%
55,055
+2,121
2340
$2.77M ﹤0.01%
156,158
+127,780
2341
$2.75M ﹤0.01%
123,707
-22,553
2342
$2.75M ﹤0.01%
88,637
+55,358
2343
$2.75M ﹤0.01%
60,665
-75,008
2344
$2.75M ﹤0.01%
60,261
-22,320
2345
$2.75M ﹤0.01%
86,718
+34,942
2346
$2.74M ﹤0.01%
56,860
-10,182
2347
$2.74M ﹤0.01%
240,142
-3,188
2348
$2.74M ﹤0.01%
55,684
+7,363
2349
$2.74M ﹤0.01%
19,314
+2,820
2350
$2.74M ﹤0.01%
81,121
+11,732
92 93
94
95 96