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
51
$997M 0.39%
13,012,137
+365,649
52
$985M 0.39%
5,671,717
-208,477
53
$960M 0.38%
3,289,730
-7,708
54
$958M 0.38%
9,060,354
-495,556
55
$958M 0.38%
19,038,880
-2,077,301
56
$937M 0.37%
3,135,074
-699,168
57
$934M 0.37%
3,867,029
+8,616
58
$932M 0.37%
10,832,582
+561,359
59
$917M 0.36%
2,646,536
+201,227
60
$894M 0.35%
7,639,864
+167,573
61
$874M 0.34%
4,192,155
-132,213
62
$869M 0.34%
1,896,081
-45,379
63
$862M 0.34%
941,757
-54,600
64
$856M 0.34%
2,453,270
-33,815
65
$851M 0.33%
3,782,308
-52,893
66
$841M 0.33%
7,170,485
-345,520
67
$840M 0.33%
4,913,592
-548,263
68
$838M 0.33%
5,953,528
+131,340
69
$835M 0.33%
18,777,726
+519,954
70
$831M 0.33%
17,016,996
+1,442,965
71
$831M 0.33%
10,558,626
-7,941
72
$815M 0.32%
20,861,668
+2,979,925
73
$813M 0.32%
3,595,027
-36,527
74
$804M 0.32%
15,472,672
+498,458
75
$793M 0.31%
4,205,996
-469,167
1 2
3
4 5