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
3451
$993K ﹤0.01%
12,012
-25,445
3452
$993K ﹤0.01%
46,164
-35,187
3453
$990K ﹤0.01%
275,857
-62,720
3454
$988K ﹤0.01%
9,362
-17,617
3455
$988K ﹤0.01%
40,817
+30,335
3456
$986K ﹤0.01%
23,106
+4,968
3457
$986K ﹤0.01%
80,457
+63,852
3458
$986K ﹤0.01%
17,040
+5,631
3459
$986K ﹤0.01%
30,264
-18,461
3460
$981K ﹤0.01%
21,646
+14,752
3461
$973K ﹤0.01%
66,874
-13,122
3462
$973K ﹤0.01%
140,150
-73,599
3463
$973K ﹤0.01%
18,081
+11,638
3464
$972K ﹤0.01%
69,073
-243,116
3465
$970K ﹤0.01%
201,690
-44,253
3466
$969K ﹤0.01%
167,904
+582
3467
$965K ﹤0.01%
51,312
-16,756
3468
$965K ﹤0.01%
96,934
+96,314
3469
$962K ﹤0.01%
78,588
+73,004
3470
$962K ﹤0.01%
52,403
+615
3471
$961K ﹤0.01%
26,489
+20
3472
$955K ﹤0.01%
94,834
-176,646
3473
$955K ﹤0.01%
+51,143
3474
$955K ﹤0.01%
15,823
+2,271
3475
$954K ﹤0.01%
36,222
-32,708
137 138
139
140 141