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
626
$56.9M 0.02%
319,550
+180,700
627
$56.9M 0.02%
1,824,027
+88,402
628
$56M 0.02%
827,597
+380,183
629
$55.9M 0.02%
323,338
-101,535
630
$55.9M 0.02%
85,014
-22,413
631
$55.8M 0.02%
1,540,147
+157,292
632
$55.7M 0.02%
451,442
-790
633
$55.5M 0.02%
368,551
-39,606
634
$55.3M 0.02%
1,124,030
-27,470
635
$55.1M 0.02%
1,100,699
+229,289
636
$55M 0.02%
1,225,306
+107,124
637
$54.8M 0.02%
402,317
+6,300
638
$54.6M 0.02%
1,387,371
+218,263
639
$54.6M 0.02%
897,272
+34,577
640
$54.3M 0.02%
758,251
-373,140
641
$54.3M 0.02%
458,083
-115,439
642
$54.1M 0.02%
796,019
-8,435
643
$53.9M 0.02%
1,162,625
-49,278
644
$53.9M 0.02%
241,826
-157,173
645
$53.8M 0.02%
941,519
+286,412
646
$53.8M 0.02%
888,528
+46,392
647
$53.7M 0.02%
1,097,038
-127,745
648
$53.7M 0.02%
309,926
-11,595
649
$53.4M 0.02%
875,028
+553,770
650
$53.4M 0.02%
444,067
+25,727
24 25
26
27 28