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
2426
$2.53M ﹤0.01%
22,440
-4,190
2427
$2.53M ﹤0.01%
51,156
-8,457
2428
$2.52M ﹤0.01%
44,449
+2,923
2429
$2.52M ﹤0.01%
200,718
+140,355
2430
$2.52M ﹤0.01%
91,818
+18,381
2431
$2.52M ﹤0.01%
271,861
+6,836
2432
$2.52M ﹤0.01%
95,734
+4,481
2433
$2.51M ﹤0.01%
78,313
-1,210
2434
$2.5M ﹤0.01%
127,520
-14,419
2435
$2.5M ﹤0.01%
867,489
+96,277
2436
$2.5M ﹤0.01%
155,042
-1,389
2437
$2.5M ﹤0.01%
97,878
+1,836
2438
$2.49M ﹤0.01%
53,956
-16,700
2439
$2.49M ﹤0.01%
75,148
+940
2440
$2.48M ﹤0.01%
68,367
-18,333
2441
$2.47M ﹤0.01%
219,080
+5,846
2442
$2.47M ﹤0.01%
48,157
+25,629
2443
$2.47M ﹤0.01%
57,511
+54,081
2444
$2.46M ﹤0.01%
50,835
+364
2445
$2.45M ﹤0.01%
171,194
+27,324
2446
$2.44M ﹤0.01%
90,029
+88,554
2447
$2.44M ﹤0.01%
928,338
+171,437
2448
$2.44M ﹤0.01%
138,748
+10,560
2449
$2.44M ﹤0.01%
99,595
-6,191
2450
$2.44M ﹤0.01%
59,253
-15,808
96 97
98
99 100