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
501
$79.3M 0.03%
746,183
+80,259
502
$79.1M 0.03%
953,358
+26,071
503
$78.5M 0.03%
1,502,246
-55,171
504
$78.4M 0.03%
676,464
+246,023
505
$78.3M 0.03%
356,471
-146,377
506
$77.8M 0.03%
284,743
+105,753
507
$77.8M 0.03%
1,815,321
-508,829
508
$77.7M 0.03%
3,025,877
+131,868
509
$77.5M 0.03%
1,326,559
-126,663
510
$76.6M 0.03%
795,300
+358,173
511
$76.5M 0.03%
570,869
+33,137
512
$75.9M 0.03%
163,549
-49,113
513
$75.7M 0.03%
2,081,181
-607,396
514
$75.4M 0.03%
3,809,635
+64,192
515
$75.3M 0.03%
1,578,460
+427,410
516
$75.2M 0.03%
3,403,100
-801,594
517
$75.2M 0.03%
1,044,964
+511,739
518
$75M 0.03%
4,435,596
-333,762
519
$74.7M 0.03%
350,117
+8,657
520
$74.7M 0.03%
35,613
+14
521
$74.4M 0.03%
1,047,305
+30,428
522
$74.4M 0.03%
384,740
+2,030
523
$73.1M 0.03%
660,156
-110,272
524
$72.2M 0.03%
874,028
-11,965
525
$72M 0.03%
1,030,753
-160,289
19 20
21
22 23