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
826
$35.7M 0.01%
409,763
+39,743
827
$35.7M 0.01%
723,608
+94,507
828
$35.6M 0.01%
864,221
-42,974
829
$35.6M 0.01%
220,858
+39,256
830
$35.5M 0.01%
854,718
-152,051
831
$35.5M 0.01%
53,826
-29,734
832
$35.5M 0.01%
3,622,398
-10,446
833
$35.3M 0.01%
153,769
-116,334
834
$35.3M 0.01%
349,113
-34,070
835
$35.2M 0.01%
2,359,344
-459,075
836
$35M 0.01%
104,782
-16,223
837
$34.9M 0.01%
436,462
-972
838
$34.8M 0.01%
561,097
+9,517
839
$34.8M 0.01%
1,832,792
+485,887
840
$34.8M 0.01%
2,781,876
+1,091,681
841
$34.8M 0.01%
365,865
-2,793
842
$34.7M 0.01%
726,995
+17,485
843
$34.5M 0.01%
1,319,279
-239,888
844
$34.5M 0.01%
2,460,394
+352,901
845
$34.5M 0.01%
1,157,091
+48,866
846
$34.5M 0.01%
1,301,063
+35,069
847
$34.4M 0.01%
751,945
+49,185
848
$34.3M 0.01%
574,299
+555,601
849
$34.3M 0.01%
298,251
+56,437
850
$34.2M 0.01%
1,572,413
-68,489
32 33
34
35 36