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
3826
$614K ﹤0.01%
18,278
-14,719
3827
$614K ﹤0.01%
48,025
-4,914
3828
$613K ﹤0.01%
16,718
+10,911
3829
$613K ﹤0.01%
77,708
-151,544
3830
$612K ﹤0.01%
71,534
-158,141
3831
$612K ﹤0.01%
5,034
-488
3832
$611K ﹤0.01%
13,749
-9,377
3833
$609K ﹤0.01%
30,262
+5,563
3834
$609K ﹤0.01%
41,007
+9,928
3835
$608K ﹤0.01%
140,481
-16,692
3836
$608K ﹤0.01%
16,890
+7,989
3837
$604K ﹤0.01%
21,315
-364
3838
$602K ﹤0.01%
39,237
-1,540
3839
$600K ﹤0.01%
2,446
+2,029
3840
$599K ﹤0.01%
32,466
-26,925
3841
$597K ﹤0.01%
50,214
+18,096
3842
$595K ﹤0.01%
50,854
+15,797
3843
$594K ﹤0.01%
20,810
+16,332
3844
$594K ﹤0.01%
51,036
+17,653
3845
$594K ﹤0.01%
30,463
+5,415
3846
$594K ﹤0.01%
+25,000
3847
$592K ﹤0.01%
114,168
+81,854
3848
$592K ﹤0.01%
75,413
+51,450
3849
$591K ﹤0.01%
26,302
+22,711
3850
$589K ﹤0.01%
111,043
+99,479
152 153
154
155 156