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
3751
$675K ﹤0.01%
+325
3752
$674K ﹤0.01%
8,085
-415,454
3753
$673K ﹤0.01%
20,042
+18,127
3754
$673K ﹤0.01%
+52,488
3755
$672K ﹤0.01%
7,989
+225
3756
$672K ﹤0.01%
52,442
-4,350
3757
$671K ﹤0.01%
46,188
+44,538
3758
$671K ﹤0.01%
15,343
+6,640
3759
$671K ﹤0.01%
128,053
-10,138
3760
$669K ﹤0.01%
40,484
-1,843
3761
$667K ﹤0.01%
22,841
+17,423
3762
$667K ﹤0.01%
55,900
-607
3763
$667K ﹤0.01%
37,120
-4,084
3764
$666K ﹤0.01%
74,421
+53,211
3765
$665K ﹤0.01%
35,993
+28,623
3766
$664K ﹤0.01%
71,202
-64,648
3767
$663K ﹤0.01%
422
+147
3768
$662K ﹤0.01%
11,551
-2,189
3769
$661K ﹤0.01%
94,890
-231,738
3770
$661K ﹤0.01%
15,839
+686
3771
$660K ﹤0.01%
41,430
+22,070
3772
$659K ﹤0.01%
54,661
+13,187
3773
$658K ﹤0.01%
25,077
-4,874
3774
$658K ﹤0.01%
20,191
+15,592
3775
$657K ﹤0.01%
15,971
-7,295
149 150
151
152 153