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
3901
$559K ﹤0.01%
15,498
+14,360
3902
$558K ﹤0.01%
86,100
-28,120
3903
$558K ﹤0.01%
52,119
-10,699
3904
$557K ﹤0.01%
17,088
+1,289
3905
$555K ﹤0.01%
58,282
+49,832
3906
$554K ﹤0.01%
39,334
-27,873
3907
$554K ﹤0.01%
+18,632
3908
$553K ﹤0.01%
9,042
-8,393
3909
$553K ﹤0.01%
15,406
-1,538
3910
$553K ﹤0.01%
6,258
+1,416
3911
$552K ﹤0.01%
67,020
+28,795
3912
$551K ﹤0.01%
6,313
+25
3913
$549K ﹤0.01%
+6,024
3914
$548K ﹤0.01%
10,180
-260
3915
$545K ﹤0.01%
15,063
+7,134
3916
$545K ﹤0.01%
7,310
+1,607
3917
$545K ﹤0.01%
13,368
-5,196
3918
$545K ﹤0.01%
37,212
-12,410
3919
$544K ﹤0.01%
11,346
+7,595
3920
$543K ﹤0.01%
19,679
+4,504
3921
$543K ﹤0.01%
13,132
+10,247
3922
$541K ﹤0.01%
19,604
+8,116
3923
$541K ﹤0.01%
9,444
-1,156
3924
$540K ﹤0.01%
27,287
-4,116
3925
$540K ﹤0.01%
40,716
+32,113
155 156
157
158 159