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
2851
$2.07M ﹤0.01%
53,379
+5,297
2852
$2.06M ﹤0.01%
23,153
+19,516
2853
$2.06M ﹤0.01%
132,582
+102,610
2854
$2.05M ﹤0.01%
21,724
-4,877
2855
$2.05M ﹤0.01%
30,801
-1,710
2856
$2.05M ﹤0.01%
43,152
+3,972
2857
$2.05M ﹤0.01%
205,387
+14,029
2858
$2.05M ﹤0.01%
99,982
-9,570
2859
$2.04M ﹤0.01%
266,027
-43,370
2860
$2.03M ﹤0.01%
27,385
+7,865
2861
$2.02M ﹤0.01%
118,957
-2,053
2862
$2.02M ﹤0.01%
157,005
+142,504
2863
$2.02M ﹤0.01%
16,709
+9,194
2864
$2.02M ﹤0.01%
93,798
+86,532
2865
$2.01M ﹤0.01%
40,488
-20,681
2866
$2.01M ﹤0.01%
38,245
+5,530
2867
$2M ﹤0.01%
238,083
+30,265
2868
$2M ﹤0.01%
724,460
-343,202
2869
$2M ﹤0.01%
72,276
+9,567
2870
$2M ﹤0.01%
25,830
-586
2871
$1.99M ﹤0.01%
18,856
-172,105
2872
$1.99M ﹤0.01%
42,809
+16,384
2873
$1.99M ﹤0.01%
71,867
-1,028
2874
$1.99M ﹤0.01%
41,521
+32,028
2875
$1.99M ﹤0.01%
57,205
-97,884
113 114
115
116 117