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
3201
$1.36M ﹤0.01%
83,070
-69,787
3202
$1.36M ﹤0.01%
19,434
+11,390
3203
$1.36M ﹤0.01%
24,417
+5,172
3204
$1.35M ﹤0.01%
1,969
+598
3205
$1.35M ﹤0.01%
14,947
-60,740
3206
$1.35M ﹤0.01%
339,424
-3,401
3207
$1.35M ﹤0.01%
12,843
+11,964
3208
$1.35M ﹤0.01%
20,879
-22,619
3209
$1.35M ﹤0.01%
28,553
-6,471
3210
$1.35M ﹤0.01%
20,186
+13,709
3211
$1.34M ﹤0.01%
29,406
+13,135
3212
$1.34M ﹤0.01%
109,351
-2,499
3213
$1.34M ﹤0.01%
12,082
-2,542
3214
$1.34M ﹤0.01%
12,675
-68
3215
$1.34M ﹤0.01%
67,710
+12,732
3216
$1.34M ﹤0.01%
107,709
+9,332
3217
$1.34M ﹤0.01%
8,895
+569
3218
$1.34M ﹤0.01%
72,143
+59,386
3219
$1.34M ﹤0.01%
42,526
-4,263
3220
$1.34M ﹤0.01%
4,732
+2,439
3221
$1.33M ﹤0.01%
25,390
+20,111
3222
$1.33M ﹤0.01%
38,114
-1,152,879
3223
$1.33M ﹤0.01%
+68,983
3224
$1.33M ﹤0.01%
65,909
+36,072
3225
$1.33M ﹤0.01%
59,654
-1,348
127 128
129
130 131