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
4851
$156K ﹤0.01%
4,147
-518
4852
$156K ﹤0.01%
1,319
-3,778
4853
$156K ﹤0.01%
15,698
-1,054
4854
$155K ﹤0.01%
2,704
+637
4855
$155K ﹤0.01%
+932
4856
$155K ﹤0.01%
15,736
-965
4857
$155K ﹤0.01%
11,296
+2,775
4858
$154K ﹤0.01%
9,775
-10,099
4859
$154K ﹤0.01%
11,467
+1,400
4860
$154K ﹤0.01%
2,968
+844
4861
$154K ﹤0.01%
14,439
-58,954
4862
$154K ﹤0.01%
15,671
+341
4863
$153K ﹤0.01%
8,284
-2,663
4864
$153K ﹤0.01%
+1,316
4865
$153K ﹤0.01%
13,805
-4,248
4866
$153K ﹤0.01%
1,628
-2,308
4867
$153K ﹤0.01%
28,500
+27,387
4868
$152K ﹤0.01%
9,877
+9,843
4869
$152K ﹤0.01%
12,048
+12,003
4870
$152K ﹤0.01%
4,338
+4,337
4871
$152K ﹤0.01%
20,528
+20,390
4872
$151K ﹤0.01%
9,667
+5,805
4873
$151K ﹤0.01%
1,572
-1,708
4874
$151K ﹤0.01%
14,393
+8,760
4875
$151K ﹤0.01%
+25,806
193 194
195
196 197