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
3151
$1.44M ﹤0.01%
90,507
-474
3152
$1.44M ﹤0.01%
158,151
+139,704
3153
$1.44M ﹤0.01%
32,897
+9,748
3154
$1.43M ﹤0.01%
48,787
+45,951
3155
$1.43M ﹤0.01%
32,395
-11,555
3156
$1.43M ﹤0.01%
28,658
+22,475
3157
$1.43M ﹤0.01%
54,013
+21,494
3158
$1.43M ﹤0.01%
30,719
+8,625
3159
$1.43M ﹤0.01%
52,330
+11,296
3160
$1.43M ﹤0.01%
185,154
+4,833
3161
$1.43M ﹤0.01%
88,241
+37,126
3162
$1.42M ﹤0.01%
87,811
+2,047
3163
$1.42M ﹤0.01%
33,601
-41,491
3164
$1.42M ﹤0.01%
28,349
+21,775
3165
$1.42M ﹤0.01%
166,534
+117,796
3166
$1.42M ﹤0.01%
23,548
-1,533
3167
$1.41M ﹤0.01%
106,757
-1,650
3168
$1.41M ﹤0.01%
66,332
+4,821
3169
$1.41M ﹤0.01%
15,562
+9,078
3170
$1.4M ﹤0.01%
7,869
-18,232
3171
$1.4M ﹤0.01%
+91,615
3172
$1.4M ﹤0.01%
24,099
+14,349
3173
$1.4M ﹤0.01%
8,035
-6,110
3174
$1.39M ﹤0.01%
70,994
+31,441
3175
$1.39M ﹤0.01%
18,397
-5,272
125 126
127
128 129