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
3551
$865K ﹤0.01%
54,399
+10,889
3552
$865K ﹤0.01%
10,345
+986
3553
$864K ﹤0.01%
20,738
+17,388
3554
$864K ﹤0.01%
43,329
-14,754
3555
$862K ﹤0.01%
12,042
-747,752
3556
$861K ﹤0.01%
19,714
+6,065
3557
$861K ﹤0.01%
54,908
+5,284
3558
$860K ﹤0.01%
88,190
-27,223
3559
$859K ﹤0.01%
6,381
-3,491
3560
$859K ﹤0.01%
+23,250
3561
$857K ﹤0.01%
17,333
+17,186
3562
$855K ﹤0.01%
39,464
+13,064
3563
$855K ﹤0.01%
5,767
+4,353
3564
$854K ﹤0.01%
31,259
+17,936
3565
$850K ﹤0.01%
25,654
-248,323
3566
$846K ﹤0.01%
30,011
+9,181
3567
$846K ﹤0.01%
24,756
+9,170
3568
$845K ﹤0.01%
18,383
+6,401
3569
$843K ﹤0.01%
34,867
-8,091
3570
$840K ﹤0.01%
10,471
-42
3571
$836K ﹤0.01%
85,324
+84,339
3572
$836K ﹤0.01%
54,165
+34,273
3573
$836K ﹤0.01%
23,411
+2,465
3574
$835K ﹤0.01%
12,669
+6,864
3575
$830K ﹤0.01%
9,038
+8,402
141 142
143
144 145