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
4751
$178K ﹤0.01%
16,860
-50
4752
$178K ﹤0.01%
3,491
-86
4753
$177K ﹤0.01%
5,313
+3,804
4754
$177K ﹤0.01%
9,277
+9,077
4755
$177K ﹤0.01%
20,736
+10,290
4756
$177K ﹤0.01%
17,789
+419
4757
$176K ﹤0.01%
37,296
+13,094
4758
$176K ﹤0.01%
5,810
+3,767
4759
$176K ﹤0.01%
2,074
-24,823
4760
$176K ﹤0.01%
2,508
+2,259
4761
$175K ﹤0.01%
10,294
-61,865
4762
$175K ﹤0.01%
12,200
+5,049
4763
$175K ﹤0.01%
+3,023
4764
$175K ﹤0.01%
4,395
-852
4765
$175K ﹤0.01%
20,638
+12,945
4766
$175K ﹤0.01%
+18,523
4767
$175K ﹤0.01%
17,430
+817
4768
$174K ﹤0.01%
6,498
+2,699
4769
$174K ﹤0.01%
6,521
+4,853
4770
$174K ﹤0.01%
125
-56
4771
$174K ﹤0.01%
16,496
+15,149
4772
$173K ﹤0.01%
618
+608
4773
$173K ﹤0.01%
12,895
-46,639
4774
$173K ﹤0.01%
10,857
+10,514
4775
$173K ﹤0.01%
2,670
+68
189 190
191
192 193