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
2576
$2.89M ﹤0.01%
100,148
+61,884
2577
$2.89M ﹤0.01%
94,238
+83,354
2578
$2.89M ﹤0.01%
28,561
+9,239
2579
$2.89M ﹤0.01%
27,851
-17,191
2580
$2.89M ﹤0.01%
159,986
+17,971
2581
$2.89M ﹤0.01%
63,459
+7,721
2582
$2.89M ﹤0.01%
98,999
+95,951
2583
$2.88M ﹤0.01%
107,214
+28,005
2584
$2.88M ﹤0.01%
75,871
+60,365
2585
$2.88M ﹤0.01%
114,420
-2,930
2586
$2.88M ﹤0.01%
61,672
-1,906
2587
$2.88M ﹤0.01%
99,337
+98,762
2588
$2.87M ﹤0.01%
23,445
-17,647
2589
$2.87M ﹤0.01%
101,400
+3,020
2590
$2.87M ﹤0.01%
9,764
+8,985
2591
$2.87M ﹤0.01%
181,130
+25,373
2592
$2.86M ﹤0.01%
53,878
+391
2593
$2.85M ﹤0.01%
45,884
-61,104
2594
$2.85M ﹤0.01%
83,475
+693
2595
$2.85M ﹤0.01%
8,130
-4,381
2596
$2.84M ﹤0.01%
57,346
-17,241
2597
$2.84M ﹤0.01%
725,165
-62,997
2598
$2.84M ﹤0.01%
179,791
+86,509
2599
$2.84M ﹤0.01%
134,286
+61,304
2600
$2.84M ﹤0.01%
56,748
+45,330
102 103
104
105 106