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
2376
$2.66M ﹤0.01%
174,086
+95,202
2377
$2.66M ﹤0.01%
490,927
+100,111
2378
$2.66M ﹤0.01%
75,115
-19,492
2379
$2.66M ﹤0.01%
278,190
-12,153
2380
$2.65M ﹤0.01%
127,162
+3,782
2381
$2.65M ﹤0.01%
62,854
+10,735
2382
$2.65M ﹤0.01%
43,389
-207
2383
$2.65M ﹤0.01%
50,858
-6,927
2384
$2.64M ﹤0.01%
118,249
+29,123
2385
$2.64M ﹤0.01%
2,354,891
+576,958
2386
$2.64M ﹤0.01%
129,310
+115,452
2387
$2.64M ﹤0.01%
247,310
-6,400
2388
$2.62M ﹤0.01%
23,846
+11,293
2389
$2.62M ﹤0.01%
65,699
+9,648
2390
$2.62M ﹤0.01%
250,509
+72,153
2391
$2.62M ﹤0.01%
73,485
+65,409
2392
$2.62M ﹤0.01%
45,779
-11,054
2393
$2.62M ﹤0.01%
22,685
-411
2394
$2.61M ﹤0.01%
76,392
-34,855
2395
$2.61M ﹤0.01%
164,204
+33,589
2396
$2.61M ﹤0.01%
53,943
-7,729
2397
$2.61M ﹤0.01%
79,752
-18,494
2398
$2.61M ﹤0.01%
208,282
+5,287
2399
$2.61M ﹤0.01%
106,559
-131,815
2400
$2.61M ﹤0.01%
36,585
+20,257
94 95
96
97 98