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
9501
– –
-121
9502
– –
-282
9503
– –
0
9504
– –
-386
9505
– –
0
9506
$0 ﹤0.01%
+6
9507
– –
-174
9508
– –
-16,044
9509
– –
-3,251
9510
– –
-364
9511
– –
-1,221
9512
– –
-1,781
9513
$0 ﹤0.01%
395
-4,030
9514
$0 ﹤0.01%
8
-42
9515
– –
-1,386
9516
$0 ﹤0.01%
4
9517
– –
-75
9518
– –
-38
9519
– –
-612
9520
$0 ﹤0.01%
2,181
-3,615
9521
$0 ﹤0.01%
16
-513
9522
$0 ﹤0.01%
47
-4,251
9523
$0 ﹤0.01%
554
9524
$0 ﹤0.01%
800
9525
– –
-178
379 380
381
382 383