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
376
$118M 0.05%
540,458
+38,013
377
$118M 0.05%
1,446,567
-91,159
378
$117M 0.05%
511,318
+156,109
379
$117M 0.05%
138,801
+9,933
380
$117M 0.05%
1,978,884
+54,814
381
$117M 0.05%
1,491,785
-308,282
382
$117M 0.05%
1,775,375
+56,412
383
$116M 0.05%
2,469,806
+1,078,144
384
$115M 0.05%
293,337
+21,949
385
$113M 0.04%
4,181,115
+79,517
386
$113M 0.04%
1,947,976
+171,158
387
$113M 0.04%
1,237,769
+160,390
388
$113M 0.04%
1,939,524
-21,519
389
$112M 0.04%
1,014,154
+67,160
390
$111M 0.04%
2,210,301
+262,308
391
$111M 0.04%
5,935,524
-1,059,107
392
$110M 0.04%
2,512,562
-21,420
393
$109M 0.04%
2,404,388
-361,998
394
$109M 0.04%
160,464
+24,761
395
$109M 0.04%
385,178
+71,857
396
$108M 0.04%
3,011,144
-296,545
397
$108M 0.04%
1,404,167
+5,303
398
$107M 0.04%
576,234
-33,283
399
$106M 0.04%
682,455
-31,188
400
$106M 0.04%
1,118,301
+27,970
14 15
16
17 18