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
6376
$27K ﹤0.01%
1,392
+1,367
6377
$27K ﹤0.01%
1,821
+1,804
6378
$27K ﹤0.01%
525
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6379
$27K ﹤0.01%
2,553
-1,431
6380
$27K ﹤0.01%
1,128
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6381
$27K ﹤0.01%
+1,396
6382
$27K ﹤0.01%
164
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6383
$27K ﹤0.01%
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6384
$27K ﹤0.01%
1,299
+824
6385
$27K ﹤0.01%
905
+330
6386
$27K ﹤0.01%
2,448
+1,683
6387
$27K ﹤0.01%
+3,775
6388
$27K ﹤0.01%
36
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6389
$27K ﹤0.01%
985
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6390
$27K ﹤0.01%
4,098
-9,173
6391
$27K ﹤0.01%
685
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6392
$27K ﹤0.01%
7,145
-693
6393
$27K ﹤0.01%
2,953
+2,542
6394
$27K ﹤0.01%
+921
6395
$27K ﹤0.01%
1,086
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6396
$27K ﹤0.01%
11,509
-3,731
6397
$27K ﹤0.01%
2,655
+433
6398
$27K ﹤0.01%
850
-195
6399
$27K ﹤0.01%
2,810
+2,357
6400
$27K ﹤0.01%
+13,366
254 255
256
257 258