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
401
$106M 0.04%
917,466
-5,776
402
$106M 0.04%
2,902,312
+153,199
403
$106M 0.04%
634,577
+321,511
404
$106M 0.04%
680,791
-221,320
405
$105M 0.04%
2,227,401
+48,239
406
$105M 0.04%
374,215
+6,098
407
$105M 0.04%
270,377
+92,504
408
$105M 0.04%
3,214,646
-33,462
409
$104M 0.04%
1,565,348
+104,214
410
$104M 0.04%
2,525,713
-80,163
411
$104M 0.04%
1,821,891
-69,750
412
$103M 0.04%
154,758
-11,137
413
$103M 0.04%
4,068,605
-948,682
414
$103M 0.04%
2,639,113
+663,830
415
$103M 0.04%
1,323,256
-39,136
416
$102M 0.04%
10,957,737
+1,090,811
417
$102M 0.04%
411,349
-15,078
418
$102M 0.04%
1,454,248
+46,630
419
$102M 0.04%
3,348,096
+75,433
420
$101M 0.04%
2,223,726
+394,801
421
$101M 0.04%
1,820,015
+73,955
422
$101M 0.04%
497,126
-5,185
423
$100M 0.04%
743,094
+268,774
424
$100M 0.04%
4,350,791
+189,083
425
$100M 0.04%
974,909
-145,803
15 16
17
18 19