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
8626
$2K ﹤0.01%
+252
8627
$2K ﹤0.01%
4,199
+2,843
8628
$2K ﹤0.01%
+458
8629
$2K ﹤0.01%
297
-3,790
8630
$2K ﹤0.01%
302
-1,597
8631
$2K ﹤0.01%
25
+9
8632
$2K ﹤0.01%
+45
8633
$2K ﹤0.01%
+84
8634
$2K ﹤0.01%
+45
8635
$2K ﹤0.01%
+81
8636
$2K ﹤0.01%
+2,973
8637
$2K ﹤0.01%
+7,335
8638
$2K ﹤0.01%
159
-1,543
8639
$2K ﹤0.01%
+49
8640
$2K ﹤0.01%
81
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8641
$2K ﹤0.01%
+292
8642
$2K ﹤0.01%
127
-80
8643
$2K ﹤0.01%
2,441
8644
$2K ﹤0.01%
63
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8645
$2K ﹤0.01%
4,140
-85,587
8646
$2K ﹤0.01%
47
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8647
$2K ﹤0.01%
122
+92
8648
$2K ﹤0.01%
736
-3,023
8649
$2K ﹤0.01%
50
-49
8650
$2K ﹤0.01%
249
-4,500
344 345
346
347 348