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
5501
$72K ﹤0.01%
2,179
+1,849
5502
$72K ﹤0.01%
5,604
+119
5503
$72K ﹤0.01%
1,016
+1,002
5504
$72K ﹤0.01%
281
+263
5505
$72K ﹤0.01%
3,807
+2,582
5506
$72K ﹤0.01%
45,736
+41,636
5507
$72K ﹤0.01%
1,973
+323
5508
$72K ﹤0.01%
3,197
-1,522
5509
$72K ﹤0.01%
4,451
+663
5510
$72K ﹤0.01%
4,712
-2,002
5511
$72K ﹤0.01%
2,767
+2,360
5512
$72K ﹤0.01%
5,668
-3,285
5513
$72K ﹤0.01%
+2,038
5514
$72K ﹤0.01%
+672
5515
$72K ﹤0.01%
+718
5516
$71K ﹤0.01%
+5
5517
$71K ﹤0.01%
1,954
+1,820
5518
$71K ﹤0.01%
15,950
-78,488
5519
$71K ﹤0.01%
1,781
+1,743
5520
$71K ﹤0.01%
+3,790
5521
$71K ﹤0.01%
+8,203
5522
$71K ﹤0.01%
8,064
+1,586
5523
$71K ﹤0.01%
2,243
-1,472
5524
$71K ﹤0.01%
8,057
-1,099
5525
$71K ﹤0.01%
+7,047
219 220
221
222 223