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
5176
$108K ﹤0.01%
2,118
-11,895
5177
$108K ﹤0.01%
8,739
-477
5178
$108K ﹤0.01%
7,945
-635
5179
$108K ﹤0.01%
+3,690
5180
$108K ﹤0.01%
3,041
+608
5181
$108K ﹤0.01%
4,121
+2,554
5182
$108K ﹤0.01%
4,569
+3,640
5183
$108K ﹤0.01%
10,908
-1,100
5184
$108K ﹤0.01%
10,901
+1,143
5185
$107K ﹤0.01%
2,890
+490
5186
$107K ﹤0.01%
10,798
-3,733
5187
$107K ﹤0.01%
2,147
5188
$107K ﹤0.01%
2,086
+419
5189
$107K ﹤0.01%
10,692
+45
5190
$106K ﹤0.01%
11,147
-2,820
5191
$106K ﹤0.01%
14,098
+13,098
5192
$106K ﹤0.01%
1,967
+1,943
5193
$106K ﹤0.01%
18,652
-49,940
5194
$106K ﹤0.01%
7,539
-33,946
5195
$106K ﹤0.01%
48,446
+48,096
5196
$105K ﹤0.01%
+13,112
5197
$105K ﹤0.01%
1,591
+1,057
5198
$105K ﹤0.01%
4,735
-5,332
5199
$105K ﹤0.01%
13,634
-7,069
5200
$105K ﹤0.01%
3,207
-265
206 207
208
209 210