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
2926
$1.87M ﹤0.01%
128,603
+59,710
2927
$1.86M ﹤0.01%
36,819
-952
2928
$1.86M ﹤0.01%
43,233
-6,712
2929
$1.86M ﹤0.01%
500,819
+215,834
2930
$1.86M ﹤0.01%
25,087
+989
2931
$1.85M ﹤0.01%
421,920
+404,280
2932
$1.85M ﹤0.01%
46,938
+6,847
2933
$1.85M ﹤0.01%
93,569
+11,963
2934
$1.85M ﹤0.01%
149,665
-7,137
2935
$1.85M ﹤0.01%
67,628
+18,278
2936
$1.85M ﹤0.01%
5,825
-13,437
2937
$1.85M ﹤0.01%
60,491
+19,489
2938
$1.84M ﹤0.01%
11,814
+3,772
2939
$1.84M ﹤0.01%
217,822
-86,499
2940
$1.84M ﹤0.01%
36,820
-141,679
2941
$1.83M ﹤0.01%
12,889
+10,749
2942
$1.83M ﹤0.01%
77,148
+68,125
2943
$1.83M ﹤0.01%
192,936
-47,315
2944
$1.83M ﹤0.01%
63,308
-33,722
2945
$1.83M ﹤0.01%
161,752
-10,648
2946
$1.83M ﹤0.01%
18,058
-13,973
2947
$1.83M ﹤0.01%
124,657
-790,750
2948
$1.81M ﹤0.01%
45,782
+30,388
2949
$1.81M ﹤0.01%
+294,817
2950
$1.81M ﹤0.01%
86,131
+39,756
116 117
118
119 120