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
3876
$569K ﹤0.01%
41,945
+23,200
3877
$568K ﹤0.01%
24,918
+2,179
3878
$568K ﹤0.01%
8,984
-3,916
3879
$568K ﹤0.01%
46,137
+31,005
3880
$568K ﹤0.01%
18,646
-4,835
3881
$568K ﹤0.01%
84,907
+71,196
3882
$568K ﹤0.01%
18,697
+11,538
3883
$567K ﹤0.01%
33,973
-169
3884
$566K ﹤0.01%
34,138
+26,615
3885
$566K ﹤0.01%
18,692
+4,806
3886
$565K ﹤0.01%
94,935
-20,644
3887
$565K ﹤0.01%
30,497
+22,147
3888
$564K ﹤0.01%
8,541
-534
3889
$564K ﹤0.01%
16,922
+11,543
3890
$564K ﹤0.01%
41,401
+12,541
3891
$563K ﹤0.01%
14,435
+11,090
3892
$563K ﹤0.01%
11,776
-23,607
3893
$561K ﹤0.01%
35,791
-83,117
3894
$561K ﹤0.01%
10,017
+5,999
3895
$561K ﹤0.01%
148,773
+15,154
3896
$561K ﹤0.01%
755
+528
3897
$561K ﹤0.01%
59,601
+34,038
3898
$559K ﹤0.01%
39,303
+2,743
3899
$559K ﹤0.01%
10,199
+743
3900
$559K ﹤0.01%
22,735
+5,399
154 155
156
157 158