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
3926
$539K ﹤0.01%
18,009
+12,650
3927
$538K ﹤0.01%
29,254
+21,912
3928
$535K ﹤0.01%
23,059
-3,717
3929
$534K ﹤0.01%
56,742
+1,346
3930
$534K ﹤0.01%
54,648
+52,485
3931
$534K ﹤0.01%
31,853
+8,068
3932
$532K ﹤0.01%
7,657
+5,938
3933
$532K ﹤0.01%
292,384
-268,505
3934
$531K ﹤0.01%
81,916
+23,706
3935
$530K ﹤0.01%
20,950
+13,360
3936
$529K ﹤0.01%
33,082
+4,260
3937
$528K ﹤0.01%
11,414
+10,022
3938
$527K ﹤0.01%
25,254
+25,206
3939
$527K ﹤0.01%
15,186
+13,160
3940
$525K ﹤0.01%
78,840
+65,110
3941
$524K ﹤0.01%
47,211
+11,971
3942
$524K ﹤0.01%
21,192
-21,941
3943
$524K ﹤0.01%
1,769
+650
3944
$524K ﹤0.01%
46,004
-2,013
3945
$522K ﹤0.01%
+51,173
3946
$521K ﹤0.01%
41,180
-37,760
3947
$520K ﹤0.01%
22,881
+15,225
3948
$519K ﹤0.01%
15,424
+502
3949
$519K ﹤0.01%
53,511
+48,240
3950
$519K ﹤0.01%
65,663
-15,313
156 157
158
159 160