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
26
$1.44B 0.57%
5,656,402
+48,671
27
$1.42B 0.56%
2,120,921
-167,010
28
$1.39B 0.55%
2,444,015
+229,341
29
$1.33B 0.52%
4,957,925
-173,947
30
$1.32B 0.52%
9,721,521
+62,634
31
$1.31B 0.52%
3,000,207
+24,285
32
$1.28B 0.5%
19,203,710
-382,000
33
$1.27B 0.5%
22,467,810
+315,460
34
$1.25B 0.49%
5,628,617
-3,171,709
35
$1.21B 0.48%
13,013,136
+507,517
36
$1.21B 0.48%
23,509,107
-1,806,588
37
$1.2B 0.47%
7,150,236
+216,024
38
$1.17B 0.46%
19,589,529
+437,475
39
$1.17B 0.46%
7,557,218
-607,929
40
$1.17B 0.46%
19,708,767
-688,995
41
$1.12B 0.44%
9,769,627
+409,954
42
$1.11B 0.44%
4,413,685
+41,375
43
$1.1B 0.43%
5,133,881
+92,876
44
$1.06B 0.42%
20,851,143
+1,004,155
45
$1.05B 0.41%
10,185,034
-287,195
46
$1.03B 0.41%
17,493,138
+200,653
47
$1.01B 0.4%
5,907,414
+235,397
48
$1.01B 0.4%
11,575,184
+673,816
49
$1.01B 0.4%
3,888,164
+51,865
50
$999M 0.39%
5,994,162
+693,609
1
2
3 4 5