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
6576
$23K ﹤0.01%
841
+804
6577
$23K ﹤0.01%
+2,317
6578
$23K ﹤0.01%
1,051
-244
6579
$23K ﹤0.01%
+2,300
6580
$23K ﹤0.01%
+2,303
6581
$23K ﹤0.01%
+1
6582
$23K ﹤0.01%
2,326
+1,131
6583
$23K ﹤0.01%
2,374
+1,116
6584
$23K ﹤0.01%
2,285
+300
6585
$23K ﹤0.01%
+2,417
6586
$23K ﹤0.01%
+2,341
6587
$23K ﹤0.01%
1,007
+67
6588
$23K ﹤0.01%
+2,307
6589
$23K ﹤0.01%
2,311
+1,887
6590
$23K ﹤0.01%
2,355
-76
6591
$23K ﹤0.01%
16,998
+13,213
6592
$23K ﹤0.01%
2,162
+1,168
6593
$23K ﹤0.01%
2,200
+71
6594
$22K ﹤0.01%
+1,068
6595
$22K ﹤0.01%
+1,857
6596
$22K ﹤0.01%
9,270
+6,270
6597
$22K ﹤0.01%
2,223
+233
6598
$22K ﹤0.01%
1,269
-21
6599
$22K ﹤0.01%
1,541
-98
6600
$22K ﹤0.01%
+639
262 263
264
265 266