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
2826
$2.13M ﹤0.01%
45,734
+2,119
2827
$2.13M ﹤0.01%
55,564
+13,024
2828
$2.12M ﹤0.01%
43,312
+8,576
2829
$2.12M ﹤0.01%
67,377
-6,186
2830
$2.12M ﹤0.01%
41,337
+31,716
2831
$2.12M ﹤0.01%
12,030
+11,652
2832
$2.12M ﹤0.01%
77,488
+8,418
2833
$2.12M ﹤0.01%
405,647
+393,719
2834
$2.12M ﹤0.01%
40,448
+37,098
2835
$2.11M ﹤0.01%
58,851
+46,468
2836
$2.11M ﹤0.01%
11,829
+8,427
2837
$2.11M ﹤0.01%
37,734
-17,030
2838
$2.11M ﹤0.01%
89,160
+187
2839
$2.1M ﹤0.01%
52,937
+4,100
2840
$2.1M ﹤0.01%
40,410
+17,976
2841
$2.1M ﹤0.01%
13,280
+5,462
2842
$2.09M ﹤0.01%
59,772
+26,435
2843
$2.09M ﹤0.01%
22,725
+5,153
2844
$2.09M ﹤0.01%
35,004
-14,644
2845
$2.08M ﹤0.01%
65,823
+11,170
2846
$2.08M ﹤0.01%
71,735
-28,995
2847
$2.08M ﹤0.01%
29,179
-693
2848
$2.08M ﹤0.01%
34,626
+11,468
2849
$2.07M ﹤0.01%
114,143
-53,510
2850
$2.07M ﹤0.01%
41,208
+16,532
112 113
114
115 116