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
351
$130M 0.04%
2,570,015
+36,437
352
$129M 0.04%
2,590,131
+85,091
353
$129M 0.04%
1,122,402
+80,489
354
$128M 0.04%
1,557,386
-83,261
355
$128M 0.04%
1,901,101
-148,179
356
$126M 0.04%
465,818
+16,505
357
$125M 0.04%
189,689
-16,104
358
$125M 0.04%
1,995,154
-150,000
359
$125M 0.04%
754,268
+11,276
360
$125M 0.04%
597,790
+7,277
361
$124M 0.04%
366,864
+144,726
362
$124M 0.04%
1,576,237
+193,550
363
$124M 0.04%
1,419,108
-113,173
364
$123M 0.04%
4,673,401
+168,730
365
$122M 0.04%
1,728,668
-504,258
366
$122M 0.03%
3,805,763
+91,279
367
$121M 0.03%
2,129,282
-621,819
368
$120M 0.03%
1,574,855
-408,074
369
$120M 0.03%
278,909
-325,532
370
$119M 0.03%
189,171
-16,706
371
$119M 0.03%
1,484,779
-60,919
372
$119M 0.03%
1,109,418
-202,399
373
$119M 0.03%
630,914
+129,910
374
$118M 0.03%
577,685
-30,076
375
$118M 0.03%
1,130,674
-17,431
13 14
15
16 17