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
251
$191M 0.08%
1,290,618
-757,127
252
$191M 0.08%
2,259,821
-103,831
253
$190M 0.07%
2,710,698
+390,843
254
$189M 0.07%
4,514,749
+1,187,219
255
$189M 0.07%
1,628,615
+111,291
256
$189M 0.07%
1,036,999
-25,341
257
$188M 0.07%
406,206
-79,274
258
$186M 0.07%
4,467,759
+370,681
259
$186M 0.07%
878,348
-145,687
260
$186M 0.07%
1,127,378
+34,310
261
$186M 0.07%
695,245
-27,009
262
$181M 0.07%
795,085
-151,996
263
$181M 0.07%
2,002,804
+372,771
264
$181M 0.07%
711,319
-51,687
265
$180M 0.07%
3,409,680
+301,611
266
$180M 0.07%
1,081,024
+159,439
267
$180M 0.07%
1,320,923
-7,227
268
$179M 0.07%
1,826,472
+137,642
269
$179M 0.07%
1,346,692
-166,976
270
$177M 0.07%
1,053,696
-453,881
271
$177M 0.07%
1,162,828
+366,634
272
$175M 0.07%
2,207,233
+163,345
273
$175M 0.07%
1,081,094
+439,177
274
$172M 0.07%
659,984
+29,319
275
$172M 0.07%
4,090,433
+113,401
9 10
11
12 13