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
2776
$2.25M ﹤0.01%
64,738
+25,297
2777
$2.25M ﹤0.01%
22,228
+11,875
2778
$2.25M ﹤0.01%
39,295
-2,956
2779
$2.24M ﹤0.01%
79,478
+10,826
2780
$2.24M ﹤0.01%
302,097
+283,972
2781
$2.24M ﹤0.01%
16,321
-15,565
2782
$2.24M ﹤0.01%
75,413
+30,398
2783
$2.24M ﹤0.01%
65,549
-7
2784
$2.24M ﹤0.01%
151,266
+20,457
2785
$2.23M ﹤0.01%
103,915
+42,611
2786
$2.23M ﹤0.01%
25,525
-8,398
2787
$2.23M ﹤0.01%
138,728
+97,898
2788
$2.23M ﹤0.01%
56,654
+43,435
2789
$2.23M ﹤0.01%
183,389
-15,735
2790
$2.22M ﹤0.01%
25,711
+16,478
2791
$2.22M ﹤0.01%
38,771
+7,243
2792
$2.22M ﹤0.01%
53,013
+26,714
2793
$2.22M ﹤0.01%
83,293
-885
2794
$2.21M ﹤0.01%
52,248
+7,555
2795
$2.21M ﹤0.01%
49,119
-45,328
2796
$2.21M ﹤0.01%
169,020
+86,855
2797
$2.21M ﹤0.01%
9,115
+1,684
2798
$2.21M ﹤0.01%
324,876
-30,247
2799
$2.2M ﹤0.01%
43,066
+35,835
2800
$2.2M ﹤0.01%
80,325
-59,718
110 111
112
113 114