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
3976
$503K ﹤0.01%
8,687
-2,009
3977
$502K ﹤0.01%
7,708
+5,482
3978
$500K ﹤0.01%
21,539
-6,566
3979
$498K ﹤0.01%
40,209
+35,209
3980
$498K ﹤0.01%
57,298
+42,542
3981
$498K ﹤0.01%
92,121
+70,654
3982
$497K ﹤0.01%
29,685
+3,003
3983
$497K ﹤0.01%
50,230
+1,996
3984
$495K ﹤0.01%
14,889
-73,586
3985
$495K ﹤0.01%
34,839
+3,410
3986
$494K ﹤0.01%
10,654
+3,641
3987
$493K ﹤0.01%
23,525
+1,829
3988
$493K ﹤0.01%
5,263
+1,826
3989
$493K ﹤0.01%
70,872
-89,213
3990
$493K ﹤0.01%
11,110
+1,310
3991
$492K ﹤0.01%
31,861
+30,370
3992
$491K ﹤0.01%
18,622
+15,059
3993
$491K ﹤0.01%
20,420
+1,944
3994
$490K ﹤0.01%
3,362
+1,521
3995
$489K ﹤0.01%
21,402
-20,576
3996
$489K ﹤0.01%
24,171
-1,891
3997
$489K ﹤0.01%
3,213
-20,679
3998
$488K ﹤0.01%
37,008
+3,413
3999
$488K ﹤0.01%
20,634
+19,384
4000
$488K ﹤0.01%
15,705
+7,869
158 159
160
161 162