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
2401
$2.6M ﹤0.01%
64,836
-26,079
2402
$2.6M ﹤0.01%
34,147
+7,136
2403
$2.6M ﹤0.01%
147,354
+146,310
2404
$2.6M ﹤0.01%
136,865
-4,747
2405
$2.6M ﹤0.01%
201,939
+71,151
2406
$2.59M ﹤0.01%
56,363
+26,037
2407
$2.59M ﹤0.01%
50,205
-4,756
2408
$2.59M ﹤0.01%
77,071
+17,116
2409
$2.59M ﹤0.01%
266,333
+9,018
2410
$2.59M ﹤0.01%
76,536
+9,887
2411
$2.58M ﹤0.01%
21,919
-110,336
2412
$2.58M ﹤0.01%
117,259
-733
2413
$2.58M ﹤0.01%
72,277
-14,097
2414
$2.57M ﹤0.01%
39,007
+21,669
2415
$2.57M ﹤0.01%
39,010
+12,153
2416
$2.57M ﹤0.01%
56,069
-112,010
2417
$2.56M ﹤0.01%
39,748
-19,840
2418
$2.56M ﹤0.01%
50,804
+17,583
2419
$2.56M ﹤0.01%
86,240
+19,388
2420
$2.56M ﹤0.01%
118,736
-2,971
2421
$2.56M ﹤0.01%
435,072
-740,584
2422
$2.56M ﹤0.01%
19,769
-741
2423
$2.54M ﹤0.01%
72,228
+10,621
2424
$2.53M ﹤0.01%
52,445
+8,752
2425
$2.53M ﹤0.01%
165,291
+15,569
95 96
97
98 99