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
676
$50.6M 0.02%
1,939,712
-8,117
677
$50.6M 0.02%
596,674
+56,009
678
$50.6M 0.02%
2,053,987
+11,646
679
$50.2M 0.02%
2,208,196
+78,547
680
$50M 0.02%
592,043
+123,065
681
$49.7M 0.02%
112,746
+5,250
682
$49.5M 0.02%
120,159
-9,071
683
$49.5M 0.02%
412,611
+35,135
684
$49.3M 0.02%
1,188,400
+198,331
685
$49.3M 0.02%
139,920
-60,817
686
$49.3M 0.02%
1,900,164
+27,765
687
$49M 0.02%
643,146
-21,322
688
$48.8M 0.02%
1,621,186
+263
689
$48.8M 0.02%
1,999,902
+202,266
690
$48.2M 0.02%
123,399
-80,169
691
$48.2M 0.02%
1,062,542
-527,454
692
$48M 0.02%
204,622
-12,389
693
$48M 0.02%
443,196
+4,577
694
$47.8M 0.02%
348,227
+256,001
695
$47.6M 0.02%
657,633
+51,829
696
$47.6M 0.02%
897,990
+21,370
697
$47.6M 0.02%
388,512
-73,718
698
$47.6M 0.02%
404,342
+654
699
$47.3M 0.02%
1,459,010
+12,690
700
$47.2M 0.02%
777,667
+45,839
26 27
28
29 30