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
4026
$470K ﹤0.01%
1,725
-1,910
4027
$469K ﹤0.01%
+19,387
4028
$469K ﹤0.01%
17,248
+9,062
4029
$469K ﹤0.01%
59,864
-23,479
4030
$469K ﹤0.01%
10,180
+9,829
4031
$468K ﹤0.01%
9,202
+8,191
4032
$468K ﹤0.01%
58,423
+18,425
4033
$467K ﹤0.01%
562
+68
4034
$467K ﹤0.01%
18,669
+18,052
4035
$465K ﹤0.01%
14,639
+11,801
4036
$464K ﹤0.01%
17,367
+7,653
4037
$463K ﹤0.01%
53,102
-37,411
4038
$462K ﹤0.01%
109,402
+57,183
4039
$461K ﹤0.01%
5,039
-1,636
4040
$460K ﹤0.01%
30,854
+27,554
4041
$460K ﹤0.01%
17,957
+16,266
4042
$459K ﹤0.01%
33,463
-16,628
4043
$459K ﹤0.01%
10,006
+4,826
4044
$457K ﹤0.01%
92,494
+71,179
4045
$457K ﹤0.01%
18,080
+4,483
4046
$456K ﹤0.01%
7,766
+4,815
4047
$455K ﹤0.01%
631,518
+598,182
4048
$454K ﹤0.01%
45,976
+23,648
4049
$453K ﹤0.01%
54,852
+32,919
4050
$453K ﹤0.01%
3,682
+1,123
160 161
162
163 164