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
4176
$382K ﹤0.01%
12,077
+9,387
4177
$382K ﹤0.01%
4,100
+3,336
4178
$382K ﹤0.01%
35,989
+1,023
4179
$381K ﹤0.01%
31,488
-5,719
4180
$381K ﹤0.01%
52,842
+11,702
4181
$381K ﹤0.01%
33,261
+1,073
4182
$381K ﹤0.01%
6,133
+2,208
4183
$381K ﹤0.01%
+38,383
4184
$380K ﹤0.01%
8,493
-966
4185
$380K ﹤0.01%
6,447
+1,221
4186
$379K ﹤0.01%
7,280
+3,283
4187
$378K ﹤0.01%
96,000
+92,026
4188
$378K ﹤0.01%
6,584
+2,123
4189
$378K ﹤0.01%
32,446
+17,054
4190
$378K ﹤0.01%
5,608
-2,219
4191
$377K ﹤0.01%
1,827
+1,085
4192
$376K ﹤0.01%
15,223
+223
4193
$375K ﹤0.01%
8,920
+8,720
4194
$374K ﹤0.01%
13,164
+5,247
4195
$372K ﹤0.01%
8,783
+6,018
4196
$372K ﹤0.01%
11,568
+853
4197
$371K ﹤0.01%
23,166
+9,786
4198
$370K ﹤0.01%
23,153
+22,139
4199
$369K ﹤0.01%
1,900
+1,502
4200
$369K ﹤0.01%
28,102
-3,795
166 167
168
169 170