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
5476
$74K ﹤0.01%
1,108
5477
$74K ﹤0.01%
6,945
+6,407
5478
$74K ﹤0.01%
16,280
+13,679
5479
$74K ﹤0.01%
774
+582
5480
$74K ﹤0.01%
5,194
-384
5481
$73K ﹤0.01%
2,938
+1,738
5482
$73K ﹤0.01%
+62
5483
$73K ﹤0.01%
883
+860
5484
$73K ﹤0.01%
+1,446
5485
$73K ﹤0.01%
1,027
+626
5486
$73K ﹤0.01%
3,685
+185
5487
$73K ﹤0.01%
9,713
+7,361
5488
$73K ﹤0.01%
7,144
-4,027
5489
$73K ﹤0.01%
4,605
-1,813
5490
$73K ﹤0.01%
5,783
+3,915
5491
$73K ﹤0.01%
2,254
-1,026
5492
$73K ﹤0.01%
23,181
+18,407
5493
$73K ﹤0.01%
2,995
-257
5494
$73K ﹤0.01%
17,168
+16,547
5495
$73K ﹤0.01%
4,277
+3,797
5496
$73K ﹤0.01%
9,612
-21,363
5497
$73K ﹤0.01%
2,167
-6
5498
$72K ﹤0.01%
5,679
+4,467
5499
$72K ﹤0.01%
2,747
+2,725
5500
$72K ﹤0.01%
12,064
+8,704
218 219
220
221 222