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
1776
$7.39M ﹤0.01%
150,168
-18,210
1777
$7.38M ﹤0.01%
532,650
+194,262
1778
$7.37M ﹤0.01%
94,086
+52,689
1779
$7.37M ﹤0.01%
43,595
+4,389
1780
$7.36M ﹤0.01%
96,039
+19,671
1781
$7.35M ﹤0.01%
207,391
-239,017
1782
$7.35M ﹤0.01%
68,950
+10,647
1783
$7.34M ﹤0.01%
113,402
-3,966
1784
$7.33M ﹤0.01%
97,026
-10,920
1785
$7.32M ﹤0.01%
122,704
+94,216
1786
$7.32M ﹤0.01%
151,392
+49,990
1787
$7.31M ﹤0.01%
80,545
-2,624
1788
$7.3M ﹤0.01%
222,797
+92,024
1789
$7.3M ﹤0.01%
307,050
+1,033
1790
$7.29M ﹤0.01%
57,840
+3,597
1791
$7.29M ﹤0.01%
112,375
-120,969
1792
$7.27M ﹤0.01%
63,943
+18,079
1793
$7.26M ﹤0.01%
255,839
-1,433,714
1794
$7.26M ﹤0.01%
103,102
+7,569
1795
$7.23M ﹤0.01%
261,717
+112,593
1796
$7.22M ﹤0.01%
143,660
+3,370
1797
$7.22M ﹤0.01%
394,122
+123,203
1798
$7.22M ﹤0.01%
242,212
+145,600
1799
$7.21M ﹤0.01%
70,681
+2,207
1800
$7.18M ﹤0.01%
399,572
-11,224
70 71
72
73 74