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
451
$91.6M 0.04%
640,980
+35,796
452
$91.5M 0.04%
356,317
+11,819
453
$91.5M 0.04%
391,303
-21,736
454
$90.5M 0.04%
438,065
+89,854
455
$90.3M 0.04%
1,791,240
+163,612
456
$90.1M 0.04%
1,314,089
-1,417
457
$89.8M 0.04%
1,545,710
-336,358
458
$88.3M 0.03%
1,838,842
+55,116
459
$88.3M 0.03%
2,042,413
+764,342
460
$88.1M 0.03%
1,421,200
-90,381
461
$88.1M 0.03%
2,231,165
+345,710
462
$88M 0.03%
504,877
-23,630
463
$88M 0.03%
366,823
+31,123
464
$88M 0.03%
811,142
+27,796
465
$87.8M 0.03%
808,395
+31,590
466
$87.3M 0.03%
1,821,663
+207,539
467
$87.2M 0.03%
1,581,208
+9,277
468
$87M 0.03%
424,694
+171,873
469
$86.9M 0.03%
362,112
+48,149
470
$86.5M 0.03%
2,213,548
+838,879
471
$86.5M 0.03%
4,485,502
-64,968
472
$86.3M 0.03%
334,873
-14,758
473
$85.6M 0.03%
893,074
+2,071
474
$85.4M 0.03%
283,045
+3,184
475
$85.2M 0.03%
587,122
-207,684
17 18
19
20 21