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
4076
$440K ﹤0.01%
18,951
+15,657
4077
$438K ﹤0.01%
25,511
+6,393
4078
$438K ﹤0.01%
17,804
+12,188
4079
$438K ﹤0.01%
8,655
-26,035
4080
$438K ﹤0.01%
54,037
+4,666
4081
$438K ﹤0.01%
+12,266
4082
$437K ﹤0.01%
17,041
+15,951
4083
$436K ﹤0.01%
2,058
+10
4084
$435K ﹤0.01%
22,409
-191,868
4085
$435K ﹤0.01%
26,003
+14,287
4086
$434K ﹤0.01%
16,617
-129
4087
$434K ﹤0.01%
25,797
+13,317
4088
$434K ﹤0.01%
19,034
+17,236
4089
$434K ﹤0.01%
102,021
+20,093
4090
$433K ﹤0.01%
28,234
+5,259
4091
$432K ﹤0.01%
37,806
+25,683
4092
$432K ﹤0.01%
44,818
+13,312
4093
$432K ﹤0.01%
1,740
+1,059
4094
$431K ﹤0.01%
10,909
+10,036
4095
$430K ﹤0.01%
49,666
+48,895
4096
$428K ﹤0.01%
114,111
+7,234
4097
$428K ﹤0.01%
44,994
+34,325
4098
$427K ﹤0.01%
30,365
+5,312
4099
$427K ﹤0.01%
187,236
+20,251
4100
$426K ﹤0.01%
12,511
+8,622
162 163
164
165 166