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
3351
$1.12M ﹤0.01%
31,884
+8,917
3352
$1.12M ﹤0.01%
395,499
-506,123
3353
$1.12M ﹤0.01%
103,732
-2,685
3354
$1.12M ﹤0.01%
45,661
+3,668
3355
$1.12M ﹤0.01%
26,319
+1,959
3356
$1.12M ﹤0.01%
29,389
+28,023
3357
$1.12M ﹤0.01%
73,812
+4,510
3358
$1.11M ﹤0.01%
42,099
+40,516
3359
$1.11M ﹤0.01%
36,566
-4,584
3360
$1.11M ﹤0.01%
6,188
+1,663
3361
$1.11M ﹤0.01%
137,319
-10,414
3362
$1.11M ﹤0.01%
172,679
+21,468
3363
$1.11M ﹤0.01%
81,842
+3,141
3364
$1.11M ﹤0.01%
83,170
+35,811
3365
$1.11M ﹤0.01%
6,763
+1,880
3366
$1.1M ﹤0.01%
41,177
-88,392
3367
$1.1M ﹤0.01%
19,478
+19,361
3368
$1.1M ﹤0.01%
54,860
+3,136
3369
$1.1M ﹤0.01%
131,569
-5,788
3370
$1.1M ﹤0.01%
23,800
-39,154
3371
$1.1M ﹤0.01%
17,511
+9,224
3372
$1.1M ﹤0.01%
22,531
-3,664
3373
$1.1M ﹤0.01%
45,177
+16,893
3374
$1.1M ﹤0.01%
28,489
+11,810
3375
$1.09M ﹤0.01%
22,138
-3,777
133 134
135
136 137