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
151
$347M 0.1%
4,089,448
-6,360
152
$347M 0.1%
3,647,610
+56,853
153
$344M 0.1%
6,807,722
-378,652
154
$343M 0.1%
1,347,294
+58,712
155
$342M 0.1%
3,845,675
+133,335
156
$339M 0.1%
987,349
+99,961
157
$335M 0.1%
9,632,626
-15,186
158
$318M 0.09%
1,944,080
-51,423
159
$316M 0.09%
4,942,466
-807,967
160
$310M 0.09%
5,186,705
+140,262
161
$309M 0.09%
4,617,027
-90,944
162
$306M 0.09%
3,287,516
-2,719,523
163
$305M 0.09%
14,999,903
+1,210,516
164
$304M 0.09%
4,152,696
-278,838
165
$304M 0.09%
3,275,088
+434,592
166
$302M 0.09%
2,010,904
+15,075
167
$301M 0.09%
2,610,446
+8,298
168
$300M 0.09%
1,434,963
-36,815
169
$295M 0.08%
4,885,781
-754,909
170
$295M 0.08%
5,472,794
-1,940,872
171
$293M 0.08%
1,636,711
+21,446
172
$292M 0.08%
3,424,879
+90,306
173
$289M 0.08%
7,333,389
+152,786
174
$287M 0.08%
3,229,162
-61,809
175
$287M 0.08%
1,085,632
-1,630
5 6
7
8 9