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 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3101
$1.53M ﹤0.01%
72,858
-68,412
3102
$1.53M ﹤0.01%
332,161
+61,347
3103
$1.53M ﹤0.01%
212,440
+14,757
3104
$1.53M ﹤0.01%
28,824
+24,708
3105
$1.52M ﹤0.01%
69,350
+68,094
3106
$1.52M ﹤0.01%
32,728
+14,089
3107
$1.52M ﹤0.01%
401,427
+198,942
3108
$1.52M ﹤0.01%
28,713
-35,836
3109
$1.52M ﹤0.01%
59,608
+51,990
3110
$1.52M ﹤0.01%
11,683
-29,117
3111
$1.52M ﹤0.01%
235,810
+90,997
3112
$1.51M ﹤0.01%
87,589
+8,407
3113
$1.51M ﹤0.01%
32,458
-2,780
3114
$1.51M ﹤0.01%
49,992
+27,788
3115
$1.51M ﹤0.01%
89,078
+76,588
3116
$1.51M ﹤0.01%
30,381
+7,102
3117
$1.51M ﹤0.01%
72,381
+71,878
3118
$1.5M ﹤0.01%
58,588
+19,405
3119
$1.5M ﹤0.01%
52,820
+31,593
3120
$1.5M ﹤0.01%
209,956
+10,577
3121
$1.49M ﹤0.01%
24,610
+7,314
3122
$1.49M ﹤0.01%
13,324
+386
3123
$1.49M ﹤0.01%
37,442
+17,224
3124
$1.49M ﹤0.01%
37,992
+22,688
3125
$1.49M ﹤0.01%
167,480
+10,330
123 124
125
126 127