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
2726
$2.39M ﹤0.01%
181,065
+75,110
2727
$2.39M ﹤0.01%
78,723
+23,836
2728
$2.39M ﹤0.01%
29,465
-36,585
2729
$2.39M ﹤0.01%
165,154
+48,300
2730
$2.38M ﹤0.01%
56,624
-89,450
2731
$2.38M ﹤0.01%
80,473
+36,626
2732
$2.38M ﹤0.01%
138,544
+278
2733
$2.38M ﹤0.01%
48,402
-77,301
2734
$2.38M ﹤0.01%
172,402
-13,157
2735
$2.37M ﹤0.01%
72,256
+71,381
2736
$2.37M ﹤0.01%
55,866
+19,641
2737
$2.36M ﹤0.01%
34,480
+22,570
2738
$2.36M ﹤0.01%
102,757
-10,206
2739
$2.36M ﹤0.01%
56,785
+39,703
2740
$2.36M ﹤0.01%
+97,839
2741
$2.36M ﹤0.01%
470,977
+20,118
2742
$2.35M ﹤0.01%
539,090
+59,718
2743
$2.35M ﹤0.01%
157,741
-14,769
2744
$2.35M ﹤0.01%
346,635
-199,214
2745
$2.35M ﹤0.01%
158,756
-10,636
2746
$2.35M ﹤0.01%
153,457
-8,338
2747
$2.34M ﹤0.01%
24,616
+6,814
2748
$2.34M ﹤0.01%
121,816
+4,093
2749
$2.34M ﹤0.01%
20,549
+1,544
2750
$2.34M ﹤0.01%
212,597
-44,427
108 109
110
111 112