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
2951
$1.81M ﹤0.01%
37,714
+9,297
2952
$1.81M ﹤0.01%
85,150
-2,665
2953
$1.8M ﹤0.01%
11,553
+7,773
2954
$1.8M ﹤0.01%
105,076
+16,837
2955
$1.79M ﹤0.01%
18,456
-14,210
2956
$1.78M ﹤0.01%
58,350
+18,960
2957
$1.78M ﹤0.01%
121,279
-6,898
2958
$1.78M ﹤0.01%
34,562
+26,335
2959
$1.77M ﹤0.01%
24,599
+9,217
2960
$1.77M ﹤0.01%
33,439
+30,020
2961
$1.77M ﹤0.01%
117,854
-25,324
2962
$1.77M ﹤0.01%
85,948
+23,463
2963
$1.77M ﹤0.01%
595,799
+13,391
2964
$1.77M ﹤0.01%
134,546
-4,151
2965
$1.77M ﹤0.01%
85,034
+70,928
2966
$1.77M ﹤0.01%
69,797
+13,151
2967
$1.77M ﹤0.01%
25,103
+15,212
2968
$1.76M ﹤0.01%
118,598
+51,910
2969
$1.76M ﹤0.01%
60,743
-66,504
2970
$1.76M ﹤0.01%
19,561
+10,744
2971
$1.76M ﹤0.01%
36,626
+20,164
2972
$1.76M ﹤0.01%
37,309
+35,308
2973
$1.76M ﹤0.01%
29,023
+17,176
2974
$1.76M ﹤0.01%
37,756
+37,621
2975
$1.76M ﹤0.01%
2,494
+438
117 118
119
120 121