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
2751
$2.33M ﹤0.01%
163,430
-852
2752
$2.33M ﹤0.01%
47,721
-95
2753
$2.32M ﹤0.01%
17,591
+15,995
2754
$2.32M ﹤0.01%
30,940
-51,119
2755
$2.31M ﹤0.01%
141,862
-119,337
2756
$2.31M ﹤0.01%
7,039
+1,003
2757
$2.31M ﹤0.01%
32,186
+26,472
2758
$2.31M ﹤0.01%
164,807
+153,363
2759
$2.3M ﹤0.01%
33,381
+13,183
2760
$2.3M ﹤0.01%
15,090
-21,654
2761
$2.29M ﹤0.01%
170,009
+166,043
2762
$2.29M ﹤0.01%
53,711
-26,956
2763
$2.29M ﹤0.01%
86,356
+35,320
2764
$2.29M ﹤0.01%
146,395
+19,866
2765
$2.28M ﹤0.01%
70,151
-47,790
2766
$2.27M ﹤0.01%
98,725
+902
2767
$2.27M ﹤0.01%
41,271
-49,226
2768
$2.27M ﹤0.01%
129,197
+89,627
2769
$2.27M ﹤0.01%
66,311
-2,904
2770
$2.27M ﹤0.01%
36,600
+16,370
2771
$2.27M ﹤0.01%
269,282
+47,560
2772
$2.26M ﹤0.01%
44,870
-59,296
2773
$2.26M ﹤0.01%
39,072
+4,807
2774
$2.26M ﹤0.01%
231,780
+227,020
2775
$2.26M ﹤0.01%
18,944
+6,746
109 110
111
112 113