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
4226
$358K ﹤0.01%
11,722
+9,224
4227
$358K ﹤0.01%
13,101
+5,359
4228
$358K ﹤0.01%
31,785
+31,474
4229
$357K ﹤0.01%
92,259
+4,287
4230
$357K ﹤0.01%
32,787
+16,123
4231
$357K ﹤0.01%
97,678
+33,027
4232
$357K ﹤0.01%
10,010
+9,813
4233
$356K ﹤0.01%
6,038
-1,586
4234
$356K ﹤0.01%
4,947
+27
4235
$356K ﹤0.01%
23,043
+6,326
4236
$355K ﹤0.01%
8,175
-2,502
4237
$355K ﹤0.01%
15,196
+12,571
4238
$355K ﹤0.01%
46,868
+7,429
4239
$354K ﹤0.01%
15,298
+13,639
4240
$353K ﹤0.01%
5,093
-8,693
4241
$353K ﹤0.01%
7,704
+5,951
4242
$353K ﹤0.01%
35,686
+19,416
4243
$352K ﹤0.01%
35,271
+6,513
4244
$351K ﹤0.01%
4,734
-7,553
4245
$350K ﹤0.01%
36,921
-3,832
4246
$349K ﹤0.01%
+18,326
4247
$349K ﹤0.01%
7,901
-17,681
4248
$349K ﹤0.01%
35,510
+35,438
4249
$348K ﹤0.01%
+2,875
4250
$347K ﹤0.01%
16,859
-2,051
168 169
170
171 172