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
2601
$2.84M ﹤0.01%
61,131
+45,332
2602
$2.83M ﹤0.01%
101,738
-61,964
2603
$2.83M ﹤0.01%
47,226
-2,013
2604
$2.83M ﹤0.01%
78,663
+26,994
2605
$2.83M ﹤0.01%
96,331
-140,033
2606
$2.82M ﹤0.01%
14,861
-4,218
2607
$2.82M ﹤0.01%
35,713
+20,291
2608
$2.82M ﹤0.01%
33,615
-4,073
2609
$2.81M ﹤0.01%
71,781
+11,189
2610
$2.8M ﹤0.01%
71,326
+29,697
2611
$2.79M ﹤0.01%
38,662
-66,238
2612
$2.79M ﹤0.01%
59,653
+30,109
2613
$2.79M ﹤0.01%
206,233
-84,206
2614
$2.78M ﹤0.01%
39,999
-7,091
2615
$2.78M ﹤0.01%
52,434
+4,551
2616
$2.78M ﹤0.01%
33,837
+15,451
2617
$2.78M ﹤0.01%
41,481
+7,993
2618
$2.77M ﹤0.01%
117,367
+72,996
2619
$2.77M ﹤0.01%
677,813
+16,473
2620
$2.77M ﹤0.01%
83,751
+33,539
2621
$2.77M ﹤0.01%
102,461
+5,775
2622
$2.77M ﹤0.01%
102,814
+9,295
2623
$2.76M ﹤0.01%
31,678
+11,584
2624
$2.75M ﹤0.01%
98,688
+39,873
2625
$2.75M ﹤0.01%
158,668
+12,668
103 104
105
106 107