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
4376
$287K ﹤0.01%
29,571
+24,900
4377
$287K ﹤0.01%
114,992
+8,150
4378
$286K ﹤0.01%
6,815
+5,261
4379
$286K ﹤0.01%
9,235
+1,696
4380
$286K ﹤0.01%
6,141
+5,791
4381
$286K ﹤0.01%
48,437
+9,010
4382
$285K ﹤0.01%
4,132
-110
4383
$285K ﹤0.01%
90,731
+17,542
4384
$285K ﹤0.01%
18,259
+18,213
4385
$285K ﹤0.01%
27,941
-1,260
4386
$284K ﹤0.01%
10,161
+5,534
4387
$284K ﹤0.01%
11,348
+10,313
4388
$284K ﹤0.01%
12,074
+4,768
4389
$283K ﹤0.01%
14,956
+10,564
4390
$283K ﹤0.01%
4,724
+4,303
4391
$282K ﹤0.01%
15,140
+5,246
4392
$282K ﹤0.01%
42,852
+41,134
4393
$280K ﹤0.01%
28,211
4394
$280K ﹤0.01%
1,923
-17,846
4395
$280K ﹤0.01%
6,788
+5,942
4396
$280K ﹤0.01%
4,767
+1,451
4397
$279K ﹤0.01%
+467
4398
$278K ﹤0.01%
31,499
+15,127
4399
$278K ﹤0.01%
15,828
-27,159
4400
$278K ﹤0.01%
5,552
-400
174 175
176
177 178