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
3626
$785K ﹤0.01%
7,719
+1,451
3627
$782K ﹤0.01%
12,071
+8,814
3628
$781K ﹤0.01%
45,774
-6,793
3629
$781K ﹤0.01%
42,697
+35,890
3630
$781K ﹤0.01%
24,762
+10,872
3631
$780K ﹤0.01%
8,338
+4,432
3632
$780K ﹤0.01%
73,037
+195
3633
$780K ﹤0.01%
143,435
-205,049
3634
$779K ﹤0.01%
32,853
+7,820
3635
$779K ﹤0.01%
+76,812
3636
$776K ﹤0.01%
189,076
+60,752
3637
$775K ﹤0.01%
48,117
+47,761
3638
$775K ﹤0.01%
32,574
-8,536
3639
$774K ﹤0.01%
+10,933
3640
$772K ﹤0.01%
5,928
+2,019
3641
$771K ﹤0.01%
36,573
-1,275
3642
$771K ﹤0.01%
18,767
-820
3643
$771K ﹤0.01%
3,478
+286
3644
$770K ﹤0.01%
31,006
+15,126
3645
$769K ﹤0.01%
9,206
+8,394
3646
$769K ﹤0.01%
20,773
+14,243
3647
$769K ﹤0.01%
82,276
+81,718
3648
$769K ﹤0.01%
9,871
-31,925
3649
$768K ﹤0.01%
39,088
+13,849
3650
$767K ﹤0.01%
13,863
+9,857
144 145
146
147 148