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
$254B
AUM Growth
+$14.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,109
New
Increased
Reduced
Closed

Top Buys

1
+$1.1B
2
+$610M
3
+$379M
4
UBS icon
UBS Group
UBS
+$226M
5
PLAN
Anaplan, Inc.
PLAN
+$219M

Top Sells

1
+$733M
2
+$706M
3
+$702M
4
AMZN icon
Amazon
AMZN
+$625M
5
HD icon
Home Depot
HD
+$364M

Sector Composition

1 Technology 16.81%
2 Financials 9.11%
3 Healthcare 8.2%
4 Consumer Discretionary 7.94%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218M 0.06%
4,126,714
+931,109
227
$216M 0.06%
884,386
+53,389
228
$215M 0.06%
7,984,191
+736,554
229
$213M 0.06%
3,114,578
+171,771
230
$212M 0.06%
3,192,281
+783,749
231
$212M 0.06%
25,802,646
+2,828,081
232
$211M 0.06%
5,790,272
+883,346
233
$211M 0.06%
3,752,464
-527,246
234
$211M 0.06%
719,033
-15,269
235
$210M 0.06%
2,914,660
-203,745
236
$209M 0.06%
154,634
+5,719
237
$208M 0.06%
2,149,057
+58,994
238
$208M 0.06%
6,598,898
+472,816
239
$207M 0.06%
4,190,885
+3,700,731
240
$207M 0.06%
1,690,899
+43,087
241
$207M 0.06%
1,894,742
+111,469
242
$205M 0.06%
1,488,110
-73,530
243
$203M 0.06%
3,920,619
+366,633
244
$203M 0.06%
2,186,303
-70,186
245
$202M 0.06%
7,513,175
-3,811,686
246
$199M 0.06%
583,682
+13,857
247
$196M 0.06%
6,992,097
-959,589
248
$194M 0.06%
2,047,897
+1,915,188
249
$194M 0.06%
1,844,888
-96,473
250
$192M 0.06%
1,159,042
+147,574
8 9
10
11 12