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
426
$99.6M 0.04%
623,567
-178,402
427
$99.6M 0.04%
919,863
-82,673
428
$99.5M 0.04%
741,352
+27,532
429
$99.2M 0.04%
575,533
+59,725
430
$97.9M 0.04%
3,048,675
+1,426,100
431
$97.8M 0.04%
6,520,020
+10,166
432
$97.5M 0.04%
1,797,813
-11,892
433
$97.4M 0.04%
3,775,246
+3,560,925
434
$96.1M 0.04%
1,635,255
-625,020
435
$95.6M 0.04%
287,674
+4,401
436
$95.5M 0.04%
194,091
+8,206
437
$95.4M 0.04%
2,440,032
+253,575
438
$95.1M 0.04%
295,886
+90,023
439
$94.9M 0.04%
1,354,528
-555,410
440
$94.4M 0.04%
827,283
+212,447
441
$94.4M 0.04%
713,848
+226,233
442
$93.8M 0.04%
2,474,372
+101,516
443
$93.7M 0.04%
1,761,046
+48,815
444
$93.7M 0.04%
2,957,621
-481,375
445
$93.4M 0.04%
475,214
-84,118
446
$93.4M 0.04%
1,381,714
+34,330
447
$93.4M 0.04%
1,509,294
+381,141
448
$93.3M 0.04%
2,387,993
-420,252
449
$93.2M 0.04%
152,122
-55,043
450
$93.1M 0.04%
3,916,511
+841,789
16 17
18
19 20