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
2351
$2.74M ﹤0.01%
64,950
+16,681
2352
$2.73M ﹤0.01%
59,646
+18,878
2353
$2.73M ﹤0.01%
76,980
+5,466
2354
$2.73M ﹤0.01%
46,467
+19,438
2355
$2.72M ﹤0.01%
41,060
+13,072
2356
$2.72M ﹤0.01%
241,790
+1,814
2357
$2.72M ﹤0.01%
39,793
+191
2358
$2.71M ﹤0.01%
64,741
+54,703
2359
$2.71M ﹤0.01%
44,327
-779
2360
$2.71M ﹤0.01%
181,940
+6,436
2361
$2.7M ﹤0.01%
44,668
+30,992
2362
$2.7M ﹤0.01%
41,863
+27,745
2363
$2.7M ﹤0.01%
59,229
+82
2364
$2.69M ﹤0.01%
44,091
+13,474
2365
$2.69M ﹤0.01%
54,005
-20,929
2366
$2.69M ﹤0.01%
43,015
-65,760
2367
$2.69M ﹤0.01%
337,929
+29,180
2368
$2.69M ﹤0.01%
30,232
+1,249
2369
$2.68M ﹤0.01%
76,019
+9,134
2370
$2.68M ﹤0.01%
323,635
+958
2371
$2.68M ﹤0.01%
83,264
+18,035
2372
$2.67M ﹤0.01%
95,695
-23,191
2373
$2.67M ﹤0.01%
84,984
+3,692
2374
$2.67M ﹤0.01%
201,508
-587,840
2375
$2.66M ﹤0.01%
77,759
+11,219
93 94
95
96 97