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
3001
$1.71M ﹤0.01%
68,850
-14,980
3002
$1.71M ﹤0.01%
421,555
+142,481
3003
$1.71M ﹤0.01%
62,926
+35,340
3004
$1.7M ﹤0.01%
29,721
-3,041
3005
$1.7M ﹤0.01%
32,252
+15,697
3006
$1.7M ﹤0.01%
87,809
+9,348
3007
$1.7M ﹤0.01%
78,099
-7,197
3008
$1.7M ﹤0.01%
5,740
+5,736
3009
$1.69M ﹤0.01%
105,071
+38,573
3010
$1.69M ﹤0.01%
33,580
+26,814
3011
$1.69M ﹤0.01%
15,342
+7,243
3012
$1.69M ﹤0.01%
6,770
+791
3013
$1.68M ﹤0.01%
68,770
-7,074
3014
$1.68M ﹤0.01%
268,013
-7,801
3015
$1.68M ﹤0.01%
100,024
-5,614
3016
$1.68M ﹤0.01%
+70,218
3017
$1.68M ﹤0.01%
74,555
+24,091
3018
$1.68M ﹤0.01%
116,367
+55,617
3019
$1.68M ﹤0.01%
5,163
+2,705
3020
$1.67M ﹤0.01%
66,729
+23,606
3021
$1.66M ﹤0.01%
111,562
+111,212
3022
$1.66M ﹤0.01%
108,110
+7,387
3023
$1.66M ﹤0.01%
9,613
-5,304
3024
$1.66M ﹤0.01%
20,735
-8,421
3025
$1.66M ﹤0.01%
23,638
+8,298
119 120
121
122 123