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
2651
$2.66M ﹤0.01%
90,545
+42,900
2652
$2.65M ﹤0.01%
14,555
+1,510
2653
$2.65M ﹤0.01%
33,595
-7,279
2654
$2.65M ﹤0.01%
168,188
-1,736
2655
$2.65M ﹤0.01%
31,428
+630
2656
$2.65M ﹤0.01%
118,813
-21,618
2657
$2.65M ﹤0.01%
182,697
-112,630
2658
$2.65M ﹤0.01%
396,486
+13,561
2659
$2.64M ﹤0.01%
33,464
-3,385
2660
$2.64M ﹤0.01%
194,220
-164,392
2661
$2.63M ﹤0.01%
51,424
+6,445
2662
$2.63M ﹤0.01%
47,123
-104,532
2663
$2.63M ﹤0.01%
257,719
+137,157
2664
$2.63M ﹤0.01%
133,109
+44,544
2665
$2.63M ﹤0.01%
669,312
+101,467
2666
$2.63M ﹤0.01%
52,550
-4,349
2667
$2.62M ﹤0.01%
40,968
+10,363
2668
$2.62M ﹤0.01%
270,730
-1,658,925
2669
$2.62M ﹤0.01%
265,136
+32,911
2670
$2.61M ﹤0.01%
163,692
+40,930
2671
$2.61M ﹤0.01%
27,713
-51,939
2672
$2.6M ﹤0.01%
54,296
+20,249
2673
$2.6M ﹤0.01%
113,786
-123,943
2674
$2.6M ﹤0.01%
424,351
-44,940
2675
$2.6M ﹤0.01%
115,433
-250,579
105 106
107
108 109