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
4151
$400K ﹤0.01%
83,791
+66,176
4152
$399K ﹤0.01%
26,663
-173,385
4153
$398K ﹤0.01%
7,647
+844
4154
$397K ﹤0.01%
21,865
+7,699
4155
$396K ﹤0.01%
32,352
+31,336
4156
$395K ﹤0.01%
10,593
-3,117
4157
$395K ﹤0.01%
104,955
+21,800
4158
$395K ﹤0.01%
10,505
-556
4159
$395K ﹤0.01%
7,650
-14,191
4160
$394K ﹤0.01%
10,579
+4,310
4161
$394K ﹤0.01%
34,611
+34,192
4162
$394K ﹤0.01%
26,309
-2,888
4163
$392K ﹤0.01%
9,578
-2,712
4164
$392K ﹤0.01%
7,595
+2,874
4165
$390K ﹤0.01%
12,379
+9,702
4166
$389K ﹤0.01%
11,240
-13,765
4167
$388K ﹤0.01%
14,646
+14,039
4168
$387K ﹤0.01%
11,196
+10,778
4169
$386K ﹤0.01%
36,683
+18,446
4170
$385K ﹤0.01%
12,658
-2,464
4171
$385K ﹤0.01%
31,442
-1,261
4172
$384K ﹤0.01%
+38,410
4173
$384K ﹤0.01%
15,392
+9,182
4174
$384K ﹤0.01%
24,336
-1,285
4175
$384K ﹤0.01%
84,732
+80,067
165 166
167
168 169