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
4601
$210K ﹤0.01%
1,399
+1,254
4602
$209K ﹤0.01%
17,489
+2,303
4603
$209K ﹤0.01%
6,165
+5,715
4604
$209K ﹤0.01%
5,620
+5,606
4605
$209K ﹤0.01%
5,620
4606
$209K ﹤0.01%
20,686
+20,499
4607
$208K ﹤0.01%
9,330
-4,305
4608
$208K ﹤0.01%
23,450
+19,802
4609
$208K ﹤0.01%
3,179
-21,628
4610
$208K ﹤0.01%
1,793
-1,578
4611
$208K ﹤0.01%
22,387
-4,688
4612
$208K ﹤0.01%
20,947
4613
$207K ﹤0.01%
13,814
-44,788
4614
$207K ﹤0.01%
13,013
+136
4615
$207K ﹤0.01%
20,247
+19,246
4616
$207K ﹤0.01%
20,980
+6
4617
$207K ﹤0.01%
20,864
-1,077
4618
$206K ﹤0.01%
38,376
+8,561
4619
$206K ﹤0.01%
12,089
+2,034
4620
$206K ﹤0.01%
55,009
+2,389
4621
$206K ﹤0.01%
20,657
+995
4622
$205K ﹤0.01%
26,046
+4,821
4623
$205K ﹤0.01%
3,760
-515
4624
$205K ﹤0.01%
1,535
+828
4625
$205K ﹤0.01%
+20,560
183 184
185
186 187