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
2676
$2.59M ﹤0.01%
88,077
+10,568
2677
$2.59M ﹤0.01%
108,500
+42,354
2678
$2.59M ﹤0.01%
240,576
-6,455,760
2679
$2.59M ﹤0.01%
38,167
+4,794
2680
$2.59M ﹤0.01%
209,562
-108,220
2681
$2.58M ﹤0.01%
65,265
-3,853
2682
$2.57M ﹤0.01%
47,403
-10,293
2683
$2.57M ﹤0.01%
72,628
+13,147
2684
$2.57M ﹤0.01%
65,097
+47,356
2685
$2.56M ﹤0.01%
47,485
-63,677
2686
$2.55M ﹤0.01%
73,498
+13,737
2687
$2.55M ﹤0.01%
24,560
+6,442
2688
$2.54M ﹤0.01%
265,561
+1,190
2689
$2.54M ﹤0.01%
214,397
+8,789
2690
$2.53M ﹤0.01%
46,684
-210,435
2691
$2.52M ﹤0.01%
21,190
+11,046
2692
$2.51M ﹤0.01%
117,028
+37,456
2693
$2.5M ﹤0.01%
20,906
-554
2694
$2.5M ﹤0.01%
29,411
+16,182
2695
$2.5M ﹤0.01%
126,503
-249,726
2696
$2.49M ﹤0.01%
53,866
+53,217
2697
$2.49M ﹤0.01%
100,283
-58,601
2698
$2.49M ﹤0.01%
68,385
+12,287
2699
$2.49M ﹤0.01%
53,706
+5,311
2700
$2.49M ﹤0.01%
111,657
+77,445
106 107
108
109 110