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
3076
$1.56M ﹤0.01%
49,015
+7,462
3077
$1.55M ﹤0.01%
30,210
-82,866
3078
$1.55M ﹤0.01%
15,981
-40,395
3079
$1.55M ﹤0.01%
16,971
+14,249
3080
$1.55M ﹤0.01%
88,469
+10,048
3081
$1.55M ﹤0.01%
29,802
+13,196
3082
$1.55M ﹤0.01%
+216,867
3083
$1.54M ﹤0.01%
52,649
+17,908
3084
$1.54M ﹤0.01%
24,913
-18,047
3085
$1.54M ﹤0.01%
7,245
-480
3086
$1.54M ﹤0.01%
118,533
+1,549
3087
$1.54M ﹤0.01%
107,003
-55,155
3088
$1.54M ﹤0.01%
95,587
+37,623
3089
$1.54M ﹤0.01%
83,776
-11,478
3090
$1.54M ﹤0.01%
63,352
-54,042
3091
$1.54M ﹤0.01%
56,227
+21,050
3092
$1.54M ﹤0.01%
194,433
-78,627
3093
$1.54M ﹤0.01%
+59,947
3094
$1.54M ﹤0.01%
260,771
+15,740
3095
$1.53M ﹤0.01%
47,997
+15,636
3096
$1.53M ﹤0.01%
96,607
+7,416
3097
$1.53M ﹤0.01%
90,672
-20,823
3098
$1.53M ﹤0.01%
55,252
+22,011
3099
$1.53M ﹤0.01%
168,224
+47,454
3100
$1.53M ﹤0.01%
20,239
-6,464
122 123
124
125 126