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
3326
$1.16M ﹤0.01%
14,963
+2,471
3327
$1.16M ﹤0.01%
176,771
+5,333
3328
$1.16M ﹤0.01%
394,904
+390,251
3329
$1.16M ﹤0.01%
33,345
-43,944
3330
$1.16M ﹤0.01%
63,580
+566
3331
$1.15M ﹤0.01%
82,363
-108,081
3332
$1.15M ﹤0.01%
40,437
+20,215
3333
$1.15M ﹤0.01%
117,395
+46,906
3334
$1.15M ﹤0.01%
193,447
-350,605
3335
$1.15M ﹤0.01%
68,527
+26,969
3336
$1.14M ﹤0.01%
40,037
+2,399
3337
$1.14M ﹤0.01%
161,224
+130,274
3338
$1.14M ﹤0.01%
13,510
+11,849
3339
$1.14M ﹤0.01%
21,101
-232
3340
$1.14M ﹤0.01%
60,848
+17,477
3341
$1.14M ﹤0.01%
81,769
-81,694
3342
$1.14M ﹤0.01%
24,025
+18,081
3343
$1.13M ﹤0.01%
54,663
+24,508
3344
$1.13M ﹤0.01%
79,191
+15,784
3345
$1.13M ﹤0.01%
30,940
+554
3346
$1.13M ﹤0.01%
17,446
-23,189
3347
$1.13M ﹤0.01%
112,380
+18,810
3348
$1.13M ﹤0.01%
91,626
+40,463
3349
$1.13M ﹤0.01%
7,247
+3,718
3350
$1.12M ﹤0.01%
31,884
+8,917
132 133
134
135 136