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
601
$61M 0.02%
3,025,096
-713,146
602
$61M 0.02%
2,382,048
-136,764
603
$60.9M 0.02%
404,914
+119,854
604
$60.8M 0.02%
341,999
-24,292
605
$60.6M 0.02%
2,091,696
-456,323
606
$60.2M 0.02%
1,502,498
+14,424
607
$60.1M 0.02%
343,343
-50,454
608
$60M 0.02%
407,815
+102,780
609
$59.9M 0.02%
1,648,463
-431,059
610
$59.6M 0.02%
91,408
-127,213
611
$59.5M 0.02%
696,075
+65,072
612
$59.5M 0.02%
560,149
+40,854
613
$58.8M 0.02%
2,650,972
+591,796
614
$58.7M 0.02%
1,526,398
+299,953
615
$58.6M 0.02%
2,050,003
+22,995
616
$58.5M 0.02%
629,995
+15,771
617
$58.5M 0.02%
115,762
+107,423
618
$58.3M 0.02%
498,266
+211,918
619
$58.3M 0.02%
1,819,742
+223,236
620
$58.1M 0.02%
1,627,388
+344,037
621
$57.8M 0.02%
237,552
-9,323
622
$57.7M 0.02%
1,469,157
+287,443
623
$57.7M 0.02%
33,969
-1,425
624
$57.4M 0.02%
659,141
-7,585
625
$56.9M 0.02%
977,174
-15,311
23 24
25
26 27