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
4976
$133K ﹤0.01%
90,006
+39,018
4977
$133K ﹤0.01%
12,118
+6,779
4978
$133K ﹤0.01%
+12,188
4979
$132K ﹤0.01%
+34,108
4980
$132K ﹤0.01%
14,726
+120
4981
$132K ﹤0.01%
78,032
+30,054
4982
$132K ﹤0.01%
20,193
+15,202
4983
$132K ﹤0.01%
4,078
+51
4984
$132K ﹤0.01%
8,756
+8,656
4985
$132K ﹤0.01%
13,198
-4,691
4986
$131K ﹤0.01%
12,686
-9,496
4987
$131K ﹤0.01%
+4,395
4988
$131K ﹤0.01%
105
+100
4989
$131K ﹤0.01%
6
+3
4990
$130K ﹤0.01%
15,031
-3,028
4991
$130K ﹤0.01%
+2,138
4992
$130K ﹤0.01%
28,739
+28,724
4993
$130K ﹤0.01%
16,967
+547
4994
$130K ﹤0.01%
1,120
+1,070
4995
$130K ﹤0.01%
1,843
-371
4996
$130K ﹤0.01%
4,644
+4,544
4997
$130K ﹤0.01%
13,174
+6,825
4998
$130K ﹤0.01%
12,613
4999
$130K ﹤0.01%
15,425
+12,344
5000
$129K ﹤0.01%
7,786
+932
198 199
200
201 202