UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
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
+$1.06B
2
+$590M
3
+$368M
4
PLAN
Anaplan, Inc.
PLAN
+$264M
5
UBS icon
UBS Group
UBS
+$223M

Top Sells

1
+$717M
2
+$677M
3
+$653M
4
AMZN icon
Amazon
AMZN
+$641M
5
META icon
Meta Platforms (Facebook)
META
+$351M

Sector Composition

1 Technology 16.81%
2 Financials 9.11%
3 Healthcare 8.2%
4 Consumer Discretionary 7.94%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$2.19M ﹤0.01%
144,226
-21,463
2802
$2.18M ﹤0.01%
172,728
+61,166
2803
$2.18M ﹤0.01%
18,424
+16,916
2804
$2.17M ﹤0.01%
16,051
-716
2805
$2.17M ﹤0.01%
20,853
+14,216
2806
$2.17M ﹤0.01%
32,499
+1,921
2807
$2.17M ﹤0.01%
90,871
+90,768
2808
$2.17M ﹤0.01%
37,593
+1,737
2809
$2.16M ﹤0.01%
67,369
-11,516
2810
$2.16M ﹤0.01%
100,225
-83,532
2811
$2.16M ﹤0.01%
295,162
+28,922
2812
$2.16M ﹤0.01%
354,987
+76,288
2813
$2.15M ﹤0.01%
72,516
+24,494
2814
$2.14M ﹤0.01%
94,547
-24,201
2815
$2.14M ﹤0.01%
167,551
-7,287
2816
$2.14M ﹤0.01%
51,546
+51,462
2817
$2.14M ﹤0.01%
29,901
+9,621
2818
$2.14M ﹤0.01%
26,984
+25,008
2819
$2.14M ﹤0.01%
148,150
-123,223
2820
$2.14M ﹤0.01%
37,803
-7,039
2821
$2.13M ﹤0.01%
228,373
-14,115
2822
$2.13M ﹤0.01%
154,912
-72,158
2823
$2.13M ﹤0.01%
150,736
+55,800
2824
$2.13M ﹤0.01%
44,158
+19,527
2825
$2.13M ﹤0.01%
45,734
+2,119
111 112
113
114 115