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
9926
$0 ﹤0.01%
+8
9927
– –
-443
9928
– –
-475
9929
– –
-2,108
9930
– –
-630
9931
– –
-51
9932
$0 ﹤0.01%
+4
9933
$0 ﹤0.01%
4
9934
– –
-772
9935
– –
-1,504
9936
– –
-166
9937
$0 ﹤0.01%
+7
9938
– –
-8,968
9939
– –
-7
9940
– –
-57
9941
$0 ﹤0.01%
+7
9942
– –
-43
9943
$0 ﹤0.01%
+5
9944
– –
-663
9945
– –
-1,295
9946
$0 ﹤0.01%
+6
9947
$0 ﹤0.01%
+11
9948
– –
-3,697
9949
$0 ﹤0.01%
101
+100
9950
$0 ﹤0.01%
1
-26
396 397
398
399 400