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
3526
$894K ﹤0.01%
21,188
+4,299
3527
$893K ﹤0.01%
15,644
-574
3528
$893K ﹤0.01%
52,547
+16,770
3529
$890K ﹤0.01%
7,080
-1,465
3530
$889K ﹤0.01%
20,228
+7,206
3531
$888K ﹤0.01%
22,964
+18,140
3532
$887K ﹤0.01%
30,467
+2,270
3533
$886K ﹤0.01%
49,747
+24,701
3534
$885K ﹤0.01%
16,577
+10,205
3535
$884K ﹤0.01%
35,981
-2,729
3536
$884K ﹤0.01%
64,944
+12,340
3537
$883K ﹤0.01%
161,183
-19,880
3538
$880K ﹤0.01%
46,561
+7,388
3539
$876K ﹤0.01%
12,405
+2,998
3540
$874K ﹤0.01%
8,173
+6,171
3541
$874K ﹤0.01%
11,636
+1,969
3542
$874K ﹤0.01%
57,084
+32,639
3543
$871K ﹤0.01%
76,710
-8,089
3544
$871K ﹤0.01%
14,893
+7,786
3545
$871K ﹤0.01%
16,702
+12,668
3546
$867K ﹤0.01%
15,711
+4,661
3547
$866K ﹤0.01%
43,935
-19,399
3548
$866K ﹤0.01%
42,309
+32,934
3549
$866K ﹤0.01%
9,678
+992
3550
$865K ﹤0.01%
20,966
-95,037
140 141
142
143 144