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
201
$250M 0.07%
6,839,664
-2,419,784
202
$249M 0.07%
2,276,984
-85,459
203
$248M 0.07%
2,444,328
-163,469
204
$245M 0.07%
4,769,937
+1,035,297
205
$245M 0.07%
3,372,337
-348,539
206
$243M 0.07%
1,404,772
+68,768
207
$242M 0.07%
4,360,516
+200,961
208
$242M 0.07%
1,082,953
+352,663
209
$242M 0.07%
2,603,212
+104,757
210
$241M 0.07%
4,254,539
+225,424
211
$241M 0.07%
6,407,597
-455,325
212
$237M 0.07%
4,031,307
+46,490
213
$236M 0.07%
913,544
+83,198
214
$234M 0.07%
4,928,124
-90,378
215
$233M 0.07%
4,241,833
+129,220
216
$227M 0.06%
2,110,052
-1,457
217
$226M 0.06%
5,310,627
+548,414
218
$224M 0.06%
3,096,054
-198,822
219
$222M 0.06%
900,305
+104,175
220
$221M 0.06%
4,823,393
+4,785,185
221
$221M 0.06%
1,708,855
-39,797
222
$219M 0.06%
1,908,398
-91,042
223
$219M 0.06%
733,961
+15,881
224
$219M 0.06%
775,402
-21,212
225
$218M 0.06%
929,124
+53,935
7 8
9
10 11