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
326
$137M 0.05%
6,391,189
-510,176
327
$137M 0.05%
4,564,609
-1,253,584
328
$137M 0.05%
4,040,780
-17,655
329
$136M 0.05%
2,239,732
-121,907
330
$136M 0.05%
1,565,644
+58,218
331
$135M 0.05%
969,254
-28,311
332
$135M 0.05%
3,148,364
+1,438,502
333
$134M 0.05%
865,770
-646,606
334
$134M 0.05%
1,089,981
+42,084
335
$134M 0.05%
661,299
+2,225
336
$133M 0.05%
983,470
-26,614
337
$133M 0.05%
5,978,543
+1,728,405
338
$133M 0.05%
1,528,452
-508,494
339
$133M 0.05%
1,229,423
+73,038
340
$132M 0.05%
2,292,457
+10,365
341
$131M 0.05%
1,258,112
-48,127
342
$131M 0.05%
1,017,462
-42,852
343
$131M 0.05%
1,587,922
+418,816
344
$131M 0.05%
1,787,509
+175,606
345
$131M 0.05%
1,453,997
+237,348
346
$130M 0.05%
1,660,086
+113,590
347
$130M 0.05%
1,378,242
+168,512
348
$130M 0.05%
529,684
-2,811
349
$130M 0.05%
2,649,080
+87,572
350
$130M 0.05%
351,939
+91,375
12 13
14
15 16