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
701
$47.1M 0.02%
1,000,089
+823,025
702
$47.1M 0.02%
423,590
+392,086
703
$47M 0.02%
1,026,397
+183,364
704
$47M 0.02%
583,540
+201,155
705
$46.8M 0.02%
290,925
-97,567
706
$46.7M 0.02%
233,798
+747
707
$46.6M 0.02%
1,749,374
-199,209
708
$46.6M 0.02%
741,115
+27,493
709
$46.5M 0.02%
658,910
+44,164
710
$46.2M 0.02%
677,107
+110,977
711
$46.1M 0.02%
738,594
+34,526
712
$46M 0.02%
399,805
+122,217
713
$45.9M 0.02%
401,667
-38,581
714
$45.8M 0.02%
496,925
-78,348
715
$45.7M 0.02%
1,578,926
+37,812
716
$45.5M 0.02%
2,341,484
+120,750
717
$45.5M 0.02%
2,337,796
+207,767
718
$45.4M 0.02%
954,260
-404,199
719
$45.4M 0.02%
2,218,368
+163,872
720
$45.4M 0.02%
776,599
+4,998
721
$45.4M 0.02%
558,337
-43,801
722
$45.3M 0.02%
546,213
-98,315
723
$45.1M 0.02%
366,758
+62,481
724
$45M 0.02%
877,060
+20,199
725
$44.9M 0.02%
369,616
+23,458
27 28
29
30 31