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
551
$66.8M 0.02%
3,155,977
-246,574
552
$66.7M 0.02%
6,074,448
+1,372,476
553
$66.5M 0.02%
759,447
+7,172
554
$66.1M 0.02%
598,814
-3,222
555
$66.1M 0.02%
1,490,404
+27,409
556
$65.9M 0.02%
632,338
+483,803
557
$65.9M 0.02%
2,128,146
+1,949,549
558
$65.9M 0.02%
468,920
-85,140
559
$65.8M 0.02%
1,861,708
-393,257
560
$65.7M 0.02%
1,780,610
+22,170
561
$65.7M 0.02%
1,142,373
-116,848
562
$65.5M 0.02%
763,285
-368,180
563
$65.3M 0.02%
3,588,733
+647,039
564
$65.3M 0.02%
1,441,391
+152,390
565
$65.2M 0.02%
950,655
+9,608
566
$65M 0.02%
982,444
-34,960
567
$65M 0.02%
1,762,102
+30,058
568
$64.6M 0.02%
1,416,266
+76,954
569
$64.6M 0.02%
1,275,907
-243,318
570
$64.4M 0.02%
3,391,319
+143,889
571
$64.3M 0.02%
251,790
+23,493
572
$64.2M 0.02%
358,013
+238,818
573
$63.9M 0.02%
281,894
-43,982
574
$63.5M 0.02%
940,113
+47,462
575
$63.5M 0.02%
1,951,164
+145,716
21 22
23
24 25