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
4551
$224K ﹤0.01%
21,139
+118
4552
$223K ﹤0.01%
10,178
-2,118
4553
$223K ﹤0.01%
10,500
+5,000
4554
$223K ﹤0.01%
22,712
+12,993
4555
$222K ﹤0.01%
24,243
+21,588
4556
$222K ﹤0.01%
41,443
+9,730
4557
$221K ﹤0.01%
7,531
+6,371
4558
$221K ﹤0.01%
5,427
4559
$221K ﹤0.01%
19,200
-4,592
4560
$221K ﹤0.01%
10,451
-6,376
4561
$221K ﹤0.01%
20,214
+18,890
4562
$221K ﹤0.01%
21,277
-82,700
4563
$221K ﹤0.01%
4,837
-2,085
4564
$220K ﹤0.01%
+6,845
4565
$220K ﹤0.01%
22,430
+19,660
4566
$220K ﹤0.01%
47,416
+40,269
4567
$220K ﹤0.01%
58,548
+31,628
4568
$219K ﹤0.01%
11,370
+11,307
4569
$219K ﹤0.01%
11,067
+10,793
4570
$218K ﹤0.01%
13,621
-1,060
4571
$218K ﹤0.01%
21,693
+21,631
4572
$218K ﹤0.01%
1,826
-2,545
4573
$218K ﹤0.01%
9,721
+221
4574
$218K ﹤0.01%
22,152
+20,194
4575
$217K ﹤0.01%
12,150
+10,145
181 182
183
184 185