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
1751
$7.62M ﹤0.01%
61,418
-131,074
1752
$7.62M ﹤0.01%
206,399
+64,437
1753
$7.61M ﹤0.01%
36,162
+6,614
1754
$7.59M ﹤0.01%
55,344
+45,162
1755
$7.59M ﹤0.01%
111,030
-53,758
1756
$7.54M ﹤0.01%
113,090
+7,472
1757
$7.53M ﹤0.01%
139,580
+21,407
1758
$7.53M ﹤0.01%
111,349
+53,237
1759
$7.52M ﹤0.01%
305,755
+20,214
1760
$7.49M ﹤0.01%
128,000
+101,515
1761
$7.48M ﹤0.01%
133,748
+4,930
1762
$7.47M ﹤0.01%
336,607
+154,840
1763
$7.45M ﹤0.01%
611,991
+25,263
1764
$7.44M ﹤0.01%
123,622
+25,162
1765
$7.44M ﹤0.01%
226,644
+23,800
1766
$7.44M ﹤0.01%
333,389
-315,350
1767
$7.43M ﹤0.01%
282,689
-3,443
1768
$7.43M ﹤0.01%
120,020
+4,404
1769
$7.43M ﹤0.01%
113,998
+53,357
1770
$7.42M ﹤0.01%
301,683
+37,860
1771
$7.41M ﹤0.01%
539,227
+156,082
1772
$7.4M ﹤0.01%
261,877
-1,181
1773
$7.4M ﹤0.01%
594,222
-90,136
1774
$7.39M ﹤0.01%
82,621
-7,053
1775
$7.39M ﹤0.01%
498,932
+27,859
69 70
71
72 73