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
301
$148M 0.04%
3,603,794
+155,930
302
$148M 0.04%
676,015
-24,617
303
$147M 0.04%
2,000,111
+98,573
304
$147M 0.04%
3,168,728
-78,457
305
$147M 0.04%
1,451,771
+44,933
306
$146M 0.04%
1,362,719
-110,717
307
$146M 0.04%
1,265,052
+6,772
308
$146M 0.04%
2,057,597
+107,099
309
$145M 0.04%
2,787,223
-101,279
310
$144M 0.04%
180,753
-39,230
311
$144M 0.04%
657,471
+44,617
312
$144M 0.04%
1,345,746
+79,058
313
$144M 0.04%
2,595,933
+350,448
314
$143M 0.04%
4,838,883
-13,213
315
$142M 0.04%
5,313,963
-12,375
316
$141M 0.04%
1,677,266
+464,811
317
$140M 0.04%
1,208,718
+37,189
318
$140M 0.04%
2,521,096
-152,418
319
$140M 0.04%
1,218,527
-102,295
320
$140M 0.04%
377,733
-38,848
321
$139M 0.04%
2,185,874
+57,357
322
$139M 0.04%
614,489
-52,545
323
$139M 0.04%
998,301
-80,251
324
$138M 0.04%
1,049,887
-285,265
325
$138M 0.04%
2,064,523
+258,305
11 12
13
14 15