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
3676
$739K ﹤0.01%
81,507
-25,540
3677
$738K ﹤0.01%
103,933
-1,616
3678
$737K ﹤0.01%
603,737
+191,657
3679
$737K ﹤0.01%
4,161
+4,158
3680
$736K ﹤0.01%
9,569
+1,200
3681
$735K ﹤0.01%
19,039
+13,543
3682
$735K ﹤0.01%
183,800
+46,617
3683
$735K ﹤0.01%
45,026
+19,944
3684
$731K ﹤0.01%
31,935
-13,104
3685
$729K ﹤0.01%
24,708
+3,346
3686
$729K ﹤0.01%
16,368
-3,327
3687
$727K ﹤0.01%
43,694
+2,285
3688
$726K ﹤0.01%
73,022
+72,905
3689
$725K ﹤0.01%
18,400
+2,150
3690
$724K ﹤0.01%
88,829
+56,005
3691
$724K ﹤0.01%
57,416
+2,416
3692
$724K ﹤0.01%
10,688
+229
3693
$723K ﹤0.01%
51,217
+919
3694
$722K ﹤0.01%
47,404
+26,084
3695
$722K ﹤0.01%
4,858
+282
3696
$722K ﹤0.01%
5,262
+167
3697
$721K ﹤0.01%
8,409
+4,899
3698
$720K ﹤0.01%
7,416
+7,311
3699
$720K ﹤0.01%
16,782
+10,385
3700
$720K ﹤0.01%
14,644
+13,728
146 147
148
149 150