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
2626
$2.75M ﹤0.01%
166,834
+140,648
2627
$2.75M ﹤0.01%
26,541
+2,841
2628
$2.75M ﹤0.01%
134,540
+59,829
2629
$2.74M ﹤0.01%
30,241
-6,076
2630
$2.74M ﹤0.01%
299,276
+9,316
2631
$2.74M ﹤0.01%
246,893
-1,350
2632
$2.74M ﹤0.01%
62,244
-110
2633
$2.73M ﹤0.01%
33,244
-9,233
2634
$2.73M ﹤0.01%
106,603
-75,741
2635
$2.71M ﹤0.01%
118,615
-42,024
2636
$2.71M ﹤0.01%
94,277
+60,871
2637
$2.71M ﹤0.01%
61,176
+7,224
2638
$2.69M ﹤0.01%
75,896
+36,528
2639
$2.69M ﹤0.01%
2,774,772
+2,774,433
2640
$2.69M ﹤0.01%
108,526
+97,931
2641
$2.69M ﹤0.01%
83,433
-220
2642
$2.69M ﹤0.01%
37,299
-13,106
2643
$2.68M ﹤0.01%
228,643
-107,365
2644
$2.68M ﹤0.01%
31,390
+17,610
2645
$2.68M ﹤0.01%
58,484
+2,171
2646
$2.68M ﹤0.01%
271,353
+2,268
2647
$2.67M ﹤0.01%
167,189
+4,267
2648
$2.67M ﹤0.01%
38,490
+11,802
2649
$2.67M ﹤0.01%
103,291
-23,405
2650
$2.67M ﹤0.01%
126,453
-8,469
104 105
106
107 108