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
9001
$1K ﹤0.01%
+8
9002
– –
-204
9003
– –
0
9004
$0 ﹤0.01%
2,198
+941
9005
$0 ﹤0.01%
7,227
-16,539
9006
$0 ﹤0.01%
5
9007
– –
-4,984
9008
– –
-1
9009
$0 ﹤0.01%
+299
9010
– –
-4,811
9011
– –
-954
9012
– –
-400
9013
– –
-3,721
9014
– –
-4,104
9015
– –
-4,446
9016
– –
-16,912
9017
– –
-1,420
9018
– –
-1,664
9019
– –
-8,420
9020
– –
-378
9021
– –
-1,455
9022
– –
-1,827
9023
– –
-1,672
9024
– –
-2,200
9025
– –
-236,996
359 360
361
362 363