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
851
$34.2M 0.01%
682,000
-1,022
852
$34.2M 0.01%
251,509
+16,247
853
$34.1M 0.01%
246,006
-17,982
854
$34M 0.01%
514,399
+31,594
855
$34M 0.01%
156,781
+23,860
856
$33.9M 0.01%
359,093
+13,704
857
$33.7M 0.01%
411,253
-20,589
858
$33.7M 0.01%
653,806
+56,878
859
$33.5M 0.01%
643,795
+132,166
860
$33.5M 0.01%
67,950
-42,632
861
$33.3M 0.01%
1,335,283
+98,226
862
$33.2M 0.01%
662,649
-32,262
863
$33.2M 0.01%
2,919,018
+2,539,800
864
$33M 0.01%
781,975
-29,235
865
$32.9M 0.01%
377,809
-42,044
866
$32.9M 0.01%
635,517
+319,102
867
$32.9M 0.01%
374,421
+1,627
868
$32.9M 0.01%
438,021
-98
869
$32.8M 0.01%
625,165
+169,828
870
$32.7M 0.01%
280,493
-65,672
871
$32.6M 0.01%
537,285
+143,256
872
$32.5M 0.01%
480,339
-41,904
873
$32.3M 0.01%
441,241
+94,073
874
$32.3M 0.01%
158,004
+31,284
875
$32.3M 0.01%
2,220,344
+765,730
33 34
35
36 37