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
476
$84.8M 0.02%
2,277,260
-32,907
477
$83.9M 0.02%
2,227,990
+135,920
478
$83.6M 0.02%
2,326,832
-44,224
479
$83.4M 0.02%
929,188
+782,295
480
$83.4M 0.02%
1,672,477
+375,017
481
$83.2M 0.02%
1,760,072
-175,156
482
$82.6M 0.02%
1,077,743
+37,853
483
$82.3M 0.02%
2,858,652
+34,971
484
$82.3M 0.02%
7,030,400
-5,454,706
485
$82.2M 0.02%
2,068,304
+80,133
486
$82.1M 0.02%
1,366,060
+14,620
487
$81.9M 0.02%
232,814
-18,974
488
$81.6M 0.02%
2,263,566
+1,486,048
489
$81.6M 0.02%
1,936,339
+113,921
490
$81.6M 0.02%
1,239,002
+34,890
491
$81.5M 0.02%
756,128
+28,787
492
$81.3M 0.02%
875,213
-79,203
493
$81.3M 0.02%
1,327,024
+142,745
494
$81M 0.02%
1,713,982
-330,226
495
$80.9M 0.02%
481,425
+120,022
496
$80.6M 0.02%
866,797
-35,793
497
$80.5M 0.02%
1,210,647
+64,624
498
$80.4M 0.02%
1,826,154
-8,229
499
$80M 0.02%
1,063,556
+49,280
500
$79.8M 0.02%
2,283,400
+570,150
18 19
20
21 22