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
3301
$1.2M ﹤0.01%
56,840
+13,588
3302
$1.2M ﹤0.01%
103,808
-47,413
3303
$1.2M ﹤0.01%
68,013
+66,839
3304
$1.2M ﹤0.01%
21,407
+9,391
3305
$1.2M ﹤0.01%
38,102
+28,447
3306
$1.19M ﹤0.01%
27,420
+768
3307
$1.19M ﹤0.01%
53,691
+28,441
3308
$1.19M ﹤0.01%
15,360
-5,580
3309
$1.19M ﹤0.01%
24,667
+5,137
3310
$1.19M ﹤0.01%
73,595
-2,740
3311
$1.18M ﹤0.01%
421,915
+25,135
3312
$1.18M ﹤0.01%
32,172
+4,481
3313
$1.18M ﹤0.01%
46,456
+3,195
3314
$1.18M ﹤0.01%
+36,821
3315
$1.18M ﹤0.01%
22,281
+15,074
3316
$1.18M ﹤0.01%
21,071
+13,414
3317
$1.17M ﹤0.01%
72,869
+19,300
3318
$1.17M ﹤0.01%
19,789
-327
3319
$1.17M ﹤0.01%
100,056
-114,700
3320
$1.17M ﹤0.01%
53,659
+2,529
3321
$1.17M ﹤0.01%
23,549
-23,471
3322
$1.17M ﹤0.01%
9,218
+3,385
3323
$1.17M ﹤0.01%
14,295
+8,948
3324
$1.17M ﹤0.01%
133,327
-9,503
3325
$1.17M ﹤0.01%
12,207
+9,198
131 132
133
134 135