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
3426
$1.03M ﹤0.01%
16,771
+81
3427
$1.03M ﹤0.01%
11,800
-16,122
3428
$1.03M ﹤0.01%
243,710
+139,181
3429
$1.03M ﹤0.01%
13,867
+3,274
3430
$1.03M ﹤0.01%
106,204
+24,734
3431
$1.03M ﹤0.01%
+93,835
3432
$1.03M ﹤0.01%
127,908
+12,040
3433
$1.02M ﹤0.01%
34,853
+26,949
3434
$1.02M ﹤0.01%
34,516
+10,761
3435
$1.02M ﹤0.01%
22,649
+883
3436
$1.02M ﹤0.01%
5,582
+3,345
3437
$1.02M ﹤0.01%
68,764
+2,445
3438
$1.02M ﹤0.01%
68,535
+663
3439
$1.02M ﹤0.01%
35,247
+7,973
3440
$1.01M ﹤0.01%
7,801
-31,345
3441
$1.01M ﹤0.01%
11,211
+5,617
3442
$1.01M ﹤0.01%
89,327
+37,515
3443
$1.01M ﹤0.01%
+28,438
3444
$1.01M ﹤0.01%
101,831
+98,952
3445
$1M ﹤0.01%
11,617
+4,098
3446
$1M ﹤0.01%
61,044
+5,147
3447
$997K ﹤0.01%
153,668
+27,910
3448
$995K ﹤0.01%
+102,062
3449
$994K ﹤0.01%
24,277
+21,119
3450
$993K ﹤0.01%
15,462
-5,156
136 137
138
139 140