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
576
$63.4M 0.02%
820,251
+18,900
577
$63.3M 0.02%
2,332,452
+211,025
578
$63.2M 0.02%
1,222,047
+9,629
579
$63M 0.02%
16,041,749
+11,686,465
580
$63M 0.02%
347,132
+23,051
581
$63M 0.02%
1,761,703
-523,802
582
$62.8M 0.02%
2,498,978
+85,861
583
$62.8M 0.02%
683,927
+258,100
584
$62.8M 0.02%
908,931
-129,368
585
$62.5M 0.02%
1,395,220
-838,700
586
$62.4M 0.02%
1,345,484
+111,016
587
$62.4M 0.02%
1,111,286
+243,103
588
$62.4M 0.02%
1,502,637
+2,112
589
$62.4M 0.02%
799,776
+16,054
590
$62.3M 0.02%
1,555,530
+109,518
591
$62.2M 0.02%
104,481
+5,777
592
$62M 0.02%
211,929
+3,715
593
$62M 0.02%
938,164
-18,132
594
$61.9M 0.02%
2,388,140
+214,602
595
$61.8M 0.02%
764,086
+40,180
596
$61.7M 0.02%
298,998
-156,050
597
$61.6M 0.02%
1,189,133
+139,168
598
$61.4M 0.02%
669,513
+147,775
599
$61.1M 0.02%
784,515
-121,410
600
$61M 0.02%
710,813
-19,520
22 23
24
25 26