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
3251
$1.28M ﹤0.01%
240,282
-136,016
3252
$1.28M ﹤0.01%
241,201
+92,950
3253
$1.28M ﹤0.01%
261,149
+651
3254
$1.28M ﹤0.01%
3,697
+3,002
3255
$1.28M ﹤0.01%
125,592
-44,979
3256
$1.28M ﹤0.01%
40,452
+35,987
3257
$1.28M ﹤0.01%
34,905
+9,851
3258
$1.28M ﹤0.01%
21,868
+4,404
3259
$1.27M ﹤0.01%
25,713
+6,574
3260
$1.27M ﹤0.01%
84,991
+1,206
3261
$1.26M ﹤0.01%
94,477
-10,080
3262
$1.26M ﹤0.01%
46,725
+12,803
3263
$1.26M ﹤0.01%
7,322
+503
3264
$1.26M ﹤0.01%
24,026
-77,849
3265
$1.26M ﹤0.01%
13,790
+10,609
3266
$1.26M ﹤0.01%
80,308
+21,851
3267
$1.26M ﹤0.01%
10,594
+4,067
3268
$1.25M ﹤0.01%
59,486
+51,945
3269
$1.25M ﹤0.01%
6,429
+4,387
3270
$1.25M ﹤0.01%
55,112
+23,623
3271
$1.25M ﹤0.01%
14,702
-2,207
3272
$1.25M ﹤0.01%
37,001
+13,453
3273
$1.25M ﹤0.01%
94,369
+73,314
3274
$1.24M ﹤0.01%
45,994
+4,211
3275
$1.24M ﹤0.01%
40,587
-39,569
129 130
131
132 133