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
1076
$21.7M 0.01%
58,236
+11,254
1077
$21.7M 0.01%
857,255
-69,200
1078
$21.7M 0.01%
367,430
+254,888
1079
$21.6M 0.01%
950,744
-103,418
1080
$21.6M 0.01%
71,985
+5,372
1081
$21.6M 0.01%
44,503
+6,004
1082
$21.6M 0.01%
254,451
-2,627
1083
$21.5M 0.01%
365,046
+58,896
1084
$21.4M 0.01%
316,688
+7,835
1085
$21.4M 0.01%
682,786
+162,897
1086
$21.3M 0.01%
71,766
+43,805
1087
$21.3M 0.01%
381,361
+5,612
1088
$21.3M 0.01%
903,731
-316,348
1089
$21.3M 0.01%
148,674
+72,337
1090
$21.3M 0.01%
259,225
-29,827
1091
$21.2M 0.01%
40,093
-10,888
1092
$21.2M 0.01%
40,061
-3,725
1093
$21.2M 0.01%
89,624
-37,625
1094
$21.1M 0.01%
536,292
-98,961
1095
$21M 0.01%
440,448
-67,111
1096
$20.9M 0.01%
436,516
+41,100
1097
$20.9M 0.01%
219,174
+103,341
1098
$20.8M 0.01%
134,964
+1,005
1099
$20.8M 0.01%
96,519
+6,733
1100
$20.8M 0.01%
1,088,519
+95,058
42 43
44
45 46