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
3126
$1.49M ﹤0.01%
34,412
+27,461
3127
$1.49M ﹤0.01%
112,510
-3,588
3128
$1.49M ﹤0.01%
38,412
+22,482
3129
$1.48M ﹤0.01%
29,495
-5,170
3130
$1.48M ﹤0.01%
141,153
+127,530
3131
$1.48M ﹤0.01%
130,592
-41,761
3132
$1.48M ﹤0.01%
5,139
+4,060
3133
$1.47M ﹤0.01%
41,582
+16,191
3134
$1.47M ﹤0.01%
15,441
+15,263
3135
$1.47M ﹤0.01%
167,296
-90,549
3136
$1.47M ﹤0.01%
+146,088
3137
$1.46M ﹤0.01%
9,351
+3,229
3138
$1.46M ﹤0.01%
11,918
-4,109
3139
$1.46M ﹤0.01%
150,000
+149,900
3140
$1.46M ﹤0.01%
97,815
-6,907
3141
$1.45M ﹤0.01%
34,945
+23,112
3142
$1.45M ﹤0.01%
31,244
+3,294
3143
$1.45M ﹤0.01%
43,985
+25,800
3144
$1.45M ﹤0.01%
53,295
+21,313
3145
$1.45M ﹤0.01%
50,961
-2,742
3146
$1.45M ﹤0.01%
94,017
+18,599
3147
$1.44M ﹤0.01%
31,603
+17,829
3148
$1.44M ﹤0.01%
14,271
-32,005
3149
$1.44M ﹤0.01%
+33,691
3150
$1.44M ﹤0.01%
416,565
+162,391
124 125
126
127 128