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
3226
$1.33M ﹤0.01%
12,444
+9,356
3227
$1.33M ﹤0.01%
28,722
+618
3228
$1.32M ﹤0.01%
50,257
+1,292
3229
$1.32M ﹤0.01%
56,641
+27,442
3230
$1.32M ﹤0.01%
20,123
+18,088
3231
$1.32M ﹤0.01%
73,380
-130,611
3232
$1.32M ﹤0.01%
44,770
-3,969
3233
$1.32M ﹤0.01%
36,580
+20,600
3234
$1.32M ﹤0.01%
13,513
-19,574
3235
$1.31M ﹤0.01%
29,170
-2,347
3236
$1.31M ﹤0.01%
47,055
+2,904
3237
$1.31M ﹤0.01%
52,228
+1,033
3238
$1.31M ﹤0.01%
68,997
-4,121
3239
$1.31M ﹤0.01%
32,032
-378
3240
$1.31M ﹤0.01%
31,448
+20,791
3241
$1.31M ﹤0.01%
11,261
+3,594
3242
$1.3M ﹤0.01%
6,973
+5,192
3243
$1.3M ﹤0.01%
26,907
-65,746
3244
$1.3M ﹤0.01%
20,824
+20,242
3245
$1.3M ﹤0.01%
82,975
+33,843
3246
$1.29M ﹤0.01%
21,112
+1,652
3247
$1.29M ﹤0.01%
37,529
-1,656
3248
$1.29M ﹤0.01%
28,455
+2,691
3249
$1.28M ﹤0.01%
16,158
+15,344
3250
$1.28M ﹤0.01%
16,107
-4,678
128 129
130
131 132