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
2551
$2.97M ﹤0.01%
67,524
-84,942
2552
$2.96M ﹤0.01%
43,854
+2,731
2553
$2.95M ﹤0.01%
202,475
-152,622
2554
$2.95M ﹤0.01%
183,099
+7,502
2555
$2.95M ﹤0.01%
40,570
-3,370
2556
$2.94M ﹤0.01%
58,483
+10,015
2557
$2.94M ﹤0.01%
36,080
+23,245
2558
$2.94M ﹤0.01%
23,871
-1,899
2559
$2.94M ﹤0.01%
23,073
+3,872
2560
$2.93M ﹤0.01%
79,715
+18,148
2561
$2.93M ﹤0.01%
310,834
+76,193
2562
$2.93M ﹤0.01%
22,410
+18,200
2563
$2.93M ﹤0.01%
109,327
+8,168
2564
$2.92M ﹤0.01%
53,251
+5,427
2565
$2.92M ﹤0.01%
34,817
+16,641
2566
$2.92M ﹤0.01%
53,333
+7,106
2567
$2.92M ﹤0.01%
68,786
+33,461
2568
$2.92M ﹤0.01%
10,693
+9,222
2569
$2.92M ﹤0.01%
319,257
+71,149
2570
$2.91M ﹤0.01%
248,713
+34,335
2571
$2.91M ﹤0.01%
30,350
+22,274
2572
$2.91M ﹤0.01%
68,705
+26,703
2573
$2.9M ﹤0.01%
35,606
+9,306
2574
$2.9M ﹤0.01%
115,637
-14,310
2575
$2.89M ﹤0.01%
64,953
-100,223
101 102
103
104 105