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
3176
$1.39M ﹤0.01%
230,605
+147,809
3177
$1.39M ﹤0.01%
37,646
-703
3178
$1.39M ﹤0.01%
49,602
-2,456
3179
$1.39M ﹤0.01%
21,605
3180
$1.39M ﹤0.01%
24,259
-5,539
3181
$1.39M ﹤0.01%
79,774
+21,359
3182
$1.39M ﹤0.01%
134,789
+2,289
3183
$1.39M ﹤0.01%
19,024
-8,146
3184
$1.38M ﹤0.01%
250,725
+41,001
3185
$1.38M ﹤0.01%
84,655
+23,374
3186
$1.38M ﹤0.01%
94,758
+24,258
3187
$1.38M ﹤0.01%
65,877
-4,966
3188
$1.38M ﹤0.01%
11,629
+10,825
3189
$1.37M ﹤0.01%
18,234
-72,587
3190
$1.37M ﹤0.01%
13,272
+5,129
3191
$1.37M ﹤0.01%
90,355
-5,084
3192
$1.37M ﹤0.01%
105,567
-4,643
3193
$1.37M ﹤0.01%
222,852
+56,988
3194
$1.37M ﹤0.01%
93,084
+9,347
3195
$1.37M ﹤0.01%
15,104
+5,758
3196
$1.37M ﹤0.01%
73,643
+3,640
3197
$1.37M ﹤0.01%
62,375
+3,356
3198
$1.36M ﹤0.01%
46,899
-17,741
3199
$1.36M ﹤0.01%
9,163
-9,734
3200
$1.36M ﹤0.01%
31,756
+10,635
126 127
128
129 130