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 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
8576
$2K ﹤0.01%
225
+40
8577
$2K ﹤0.01%
+3,780
8578
$2K ﹤0.01%
+163
8579
$2K ﹤0.01%
3,354
+400
8580
$2K ﹤0.01%
249
8581
$2K ﹤0.01%
1,804
+496
8582
$2K ﹤0.01%
1,599
+299
8583
$2K ﹤0.01%
3,044
+1,600
8584
$2K ﹤0.01%
4,156
-6,731
8585
$2K ﹤0.01%
2,503
-50
8586
$2K ﹤0.01%
163
-1,428
8587
$2K ﹤0.01%
+65
8588
$2K ﹤0.01%
194
8589
$2K ﹤0.01%
2,900
+1,735
8590
$2K ﹤0.01%
217
+8
8591
$2K ﹤0.01%
1,227
-1,223
8592
$2K ﹤0.01%
97
-3
8593
$2K ﹤0.01%
+213
8594
$2K ﹤0.01%
1,847
+814
8595
$2K ﹤0.01%
12,808
+5,383
8596
$2K ﹤0.01%
1,554
-18,823
8597
$2K ﹤0.01%
1,119
-3,786
8598
$2K ﹤0.01%
70
+51
8599
$2K ﹤0.01%
3,860
+2,209
8600
$2K ﹤0.01%
+3,890
342 343
344
345 346