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
2701
$2.49M ﹤0.01%
143,297
+1,523
2702
$2.48M ﹤0.01%
82,099
-74,236
2703
$2.48M ﹤0.01%
290,743
+510
2704
$2.47M ﹤0.01%
103,774
+69,110
2705
$2.47M ﹤0.01%
41,093
-6,982
2706
$2.47M ﹤0.01%
120,014
+2,468
2707
$2.46M ﹤0.01%
140,901
+5,529
2708
$2.45M ﹤0.01%
53,878
+10,989
2709
$2.45M ﹤0.01%
44,815
+13,983
2710
$2.45M ﹤0.01%
33,453
+17,695
2711
$2.44M ﹤0.01%
30,919
+25,717
2712
$2.44M ﹤0.01%
141,071
+28,784
2713
$2.43M ﹤0.01%
95,403
+74,103
2714
$2.43M ﹤0.01%
142,223
-159,283
2715
$2.43M ﹤0.01%
7,876
-306
2716
$2.43M ﹤0.01%
31,842
+26,970
2717
$2.43M ﹤0.01%
47,377
-12,899
2718
$2.43M ﹤0.01%
146,739
-59,347
2719
$2.42M ﹤0.01%
99,300
+29,162
2720
$2.41M ﹤0.01%
59,009
+2,397
2721
$2.41M ﹤0.01%
334,964
+16,459
2722
$2.4M ﹤0.01%
153,030
+82,026
2723
$2.39M ﹤0.01%
54,787
-236,027
2724
$2.39M ﹤0.01%
177,890
+14,988
2725
$2.39M ﹤0.01%
190,197
-176,941
107 108
109
110 111