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
951
$28.1M 0.01%
1,640,798
-131,440
952
$28.1M 0.01%
2,545,841
-37,688
953
$28M 0.01%
199,799
+15,360
954
$28M 0.01%
320,908
-23,433
955
$27.9M 0.01%
233,166
+52,591
956
$27.8M 0.01%
2,861,846
-199,881
957
$27.7M 0.01%
805,873
-290,914
958
$27.7M 0.01%
509,183
+4,119
959
$27.7M 0.01%
201,650
+9,209
960
$27.6M 0.01%
460,282
+31,489
961
$27.5M 0.01%
443,996
-72,913
962
$27.5M 0.01%
898,172
+57,587
963
$27.4M 0.01%
65,993
+4,005
964
$27.4M 0.01%
111,873
+5,465
965
$27.4M 0.01%
375,613
+353,728
966
$27.3M 0.01%
107,055
+19,492
967
$27.3M 0.01%
404,074
-3,738
968
$27.2M 0.01%
468,975
+8,175
969
$27.1M 0.01%
405,587
+10,960
970
$27.1M 0.01%
283,256
+4,748
971
$27M 0.01%
519,420
+13,059
972
$27M 0.01%
263,212
+29,897
973
$27M 0.01%
82,246
-75,394
974
$26.9M 0.01%
115,066
-2,749
975
$26.9M 0.01%
593,906
-35,168
37 38
39
40 41