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
5151
$112K ﹤0.01%
19,222
+12,436
5152
$111K ﹤0.01%
+9,289
5153
$111K ﹤0.01%
14,569
+10,271
5154
$111K ﹤0.01%
2,943
+2,888
5155
$111K ﹤0.01%
12,230
-3,099
5156
$111K ﹤0.01%
11,333
-38,609
5157
$111K ﹤0.01%
50,695
-7,545
5158
$111K ﹤0.01%
300
-955
5159
$111K ﹤0.01%
11,144
+1,144
5160
$111K ﹤0.01%
10,977
+9,732
5161
$111K ﹤0.01%
45,631
+6,977
5162
$110K ﹤0.01%
9,491
+7,556
5163
$110K ﹤0.01%
6,004
+5,187
5164
$110K ﹤0.01%
9,513
+4,863
5165
$110K ﹤0.01%
11,089
-250
5166
$110K ﹤0.01%
11,116
-4,885
5167
$110K ﹤0.01%
+1,580
5168
$109K ﹤0.01%
865
+215
5169
$109K ﹤0.01%
2,032
+574
5170
$109K ﹤0.01%
4,614
-549
5171
$109K ﹤0.01%
11,131
+9,448
5172
$109K ﹤0.01%
19,588
+18,063
5173
$109K ﹤0.01%
10,669
5174
$108K ﹤0.01%
14,591
+13,786
5175
$108K ﹤0.01%
336
+260
205 206
207
208 209