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
2876
$1.99M ﹤0.01%
169,735
-2,958
2877
$1.99M ﹤0.01%
56,402
+10,569
2878
$1.99M ﹤0.01%
33,280
-31,539
2879
$1.98M ﹤0.01%
41,991
-102,625
2880
$1.98M ﹤0.01%
67,268
-39,470
2881
$1.98M ﹤0.01%
65,224
+45,590
2882
$1.98M ﹤0.01%
80,183
-42,708
2883
$1.97M ﹤0.01%
26,021
+7,424
2884
$1.97M ﹤0.01%
435,350
-93,452
2885
$1.97M ﹤0.01%
37,698
+9,399
2886
$1.97M ﹤0.01%
10,010
+1,415
2887
$1.96M ﹤0.01%
62,339
-17,724
2888
$1.96M ﹤0.01%
60,451
+17,165
2889
$1.96M ﹤0.01%
30,936
+7,145
2890
$1.96M ﹤0.01%
52,558
+20,484
2891
$1.96M ﹤0.01%
289,667
-153,247
2892
$1.96M ﹤0.01%
122,412
-52,572
2893
$1.96M ﹤0.01%
82,228
+44,542
2894
$1.95M ﹤0.01%
20,751
+4,866
2895
$1.95M ﹤0.01%
81,210
+68,292
2896
$1.95M ﹤0.01%
46,950
-882
2897
$1.94M ﹤0.01%
111,632
+12,569
2898
$1.94M ﹤0.01%
826,497
-481,281
2899
$1.94M ﹤0.01%
96,045
+21,848
2900
$1.94M ﹤0.01%
106,028
+104,396
114 115
116
117 118