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
2976
$1.76M ﹤0.01%
368,177
+86,479
2977
$1.75M ﹤0.01%
36,650
+968
2978
$1.75M ﹤0.01%
118,574
-62,403
2979
$1.75M ﹤0.01%
62,774
-153,369
2980
$1.75M ﹤0.01%
15,781
-7,746
2981
$1.75M ﹤0.01%
241,374
+240,596
2982
$1.75M ﹤0.01%
99,963
+40,730
2983
$1.75M ﹤0.01%
191,472
-6,379
2984
$1.74M ﹤0.01%
29,580
-2,886
2985
$1.74M ﹤0.01%
6,692
+1,012
2986
$1.74M ﹤0.01%
50,441
-6,116
2987
$1.74M ﹤0.01%
62,457
+6,758
2988
$1.73M ﹤0.01%
28,515
+1,587
2989
$1.73M ﹤0.01%
279,372
+45,277
2990
$1.73M ﹤0.01%
13,760
+6,580
2991
$1.73M ﹤0.01%
51,732
-11,998
2992
$1.72M ﹤0.01%
18,637
+8,300
2993
$1.72M ﹤0.01%
108,065
+105,672
2994
$1.72M ﹤0.01%
291,817
-33,730
2995
$1.72M ﹤0.01%
12,521
+5,107
2996
$1.72M ﹤0.01%
110,967
+55,962
2997
$1.72M ﹤0.01%
17,800
-22,766
2998
$1.72M ﹤0.01%
20,530
+6,687
2999
$1.72M ﹤0.01%
33,712
+10,508
3000
$1.71M ﹤0.01%
451,019
+111,715
118 119
120
121 122