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
5776
$51K ﹤0.01%
+953
5777
$51K ﹤0.01%
+1,180
5778
$51K ﹤0.01%
1,424
-253
5779
$51K ﹤0.01%
2,303
+1,976
5780
$51K ﹤0.01%
13,883
-3,090
5781
$51K ﹤0.01%
+1,686
5782
$51K ﹤0.01%
1,754
+1,343
5783
$51K ﹤0.01%
7,042
+7,022
5784
$51K ﹤0.01%
+14
5785
$51K ﹤0.01%
2,579
-355
5786
$51K ﹤0.01%
5,233
+5,200
5787
$51K ﹤0.01%
6,304
+4,178
5788
$51K ﹤0.01%
+1,287
5789
$51K ﹤0.01%
10,743
-31,576
5790
$51K ﹤0.01%
1,887
+83
5791
$50K ﹤0.01%
3,143
+1,643
5792
$50K ﹤0.01%
+2,906
5793
$50K ﹤0.01%
+1,613
5794
$50K ﹤0.01%
5,598
+1,453
5795
$50K ﹤0.01%
45
+7
5796
$50K ﹤0.01%
+247
5797
$50K ﹤0.01%
+24,892
5798
$50K ﹤0.01%
1,500
+1,171
5799
$50K ﹤0.01%
1,850
+1,524
5800
$50K ﹤0.01%
+1,876
230 231
232
233 234