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
801
$37.6M 0.01%
411,828
+20,635
802
$37.6M 0.01%
1,228,765
-141,844
803
$37.6M 0.01%
1,065,404
+55,277
804
$37.5M 0.01%
709,947
-128,037
805
$37.5M 0.01%
2,086,799
+188,375
806
$37.4M 0.01%
526,915
-33,962
807
$37.3M 0.01%
206,596
-21,377
808
$37.3M 0.01%
666,664
+9,616
809
$37.2M 0.01%
796,586
-86,631
810
$37.1M 0.01%
328,452
+21,228
811
$37M 0.01%
363,887
+182,915
812
$36.9M 0.01%
2,394,963
-809,831
813
$36.9M 0.01%
874,502
+136,717
814
$36.8M 0.01%
125,662
+2,993
815
$36.6M 0.01%
606,996
+8,208
816
$36.6M 0.01%
694,027
-22,137
817
$36.5M 0.01%
1,218,269
+247,209
818
$36.5M 0.01%
274,449
+5,413
819
$36.5M 0.01%
719,383
-101,557
820
$36.4M 0.01%
198,913
-146
821
$36.4M 0.01%
1,085,694
-191,108
822
$36.3M 0.01%
951,305
+241,909
823
$36.3M 0.01%
158,924
+12,162
824
$36M 0.01%
1,649,305
-476,070
825
$35.9M 0.01%
515,885
+4,631
31 32
33
34 35