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
726
$44.7M 0.01%
2,109,551
-12,928
727
$44.7M 0.01%
1,486,592
+78,148
728
$44.6M 0.01%
882,876
+167,208
729
$44.5M 0.01%
2,854,706
-227,634
730
$44.5M 0.01%
955,633
-39,538
731
$44.4M 0.01%
1,349,790
+11,754
732
$44.3M 0.01%
866,965
-180,602
733
$44.2M 0.01%
801,519
+400,193
734
$44.1M 0.01%
167,643
+39,470
735
$44.1M 0.01%
1,834,681
-356,098
736
$44M 0.01%
333,065
-238,069
737
$43.6M 0.01%
929,118
+38,359
738
$43.6M 0.01%
351,018
-5,402
739
$43.6M 0.01%
736,279
-20,131
740
$43.5M 0.01%
278,176
+33,674
741
$43.5M 0.01%
330,505
+23,900
742
$43.4M 0.01%
862,516
-956,895
743
$43.3M 0.01%
2,316,685
+302,727
744
$43.3M 0.01%
593,804
+162,508
745
$43.3M 0.01%
792,776
+51,678
746
$43.2M 0.01%
308,286
-9,505
747
$43M 0.01%
874,818
+26,708
748
$42.9M 0.01%
762,264
+18,510
749
$42.8M 0.01%
627,449
-77,359
750
$42.6M 0.01%
507,272
+12,440
28 29
30
31 32