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
751
$42.5M 0.02%
105,829
+104
752
$42.3M 0.02%
81,683
+10,462
753
$42.1M 0.02%
1,008,786
+67,751
754
$42M 0.02%
908,494
-69,942
755
$41.8M 0.02%
402,911
-558,009
756
$41.6M 0.02%
1,907,108
+98,501
757
$41.6M 0.02%
2,369,205
-52,547
758
$41.4M 0.02%
88,308
-21,810
759
$41.3M 0.02%
809,191
-21,461
760
$41M 0.02%
1,202,014
-166,318
761
$41M 0.02%
556,247
+27,564
762
$40.7M 0.02%
1,931,769
+975,754
763
$40.7M 0.02%
227,893
-74,512
764
$40.6M 0.02%
1,023,006
+479,284
765
$40.5M 0.02%
552,566
+13,471
766
$40.5M 0.02%
934,125
-5,254
767
$40.4M 0.02%
184,618
+69,440
768
$40.4M 0.02%
1,596,790
+139,408
769
$40.3M 0.02%
425,015
+22,244
770
$40.3M 0.02%
290,488
-116,290
771
$40.2M 0.02%
218,781
+29,414
772
$40.2M 0.02%
436,689
+44,906
773
$39.9M 0.02%
157,230
+32,716
774
$39.7M 0.02%
1,442,220
+45,987
775
$39.5M 0.02%
330,626
-85,017
29 30
31
32 33