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
776
$39.4M 0.02%
2,522,327
-106,182
777
$39.3M 0.02%
288,643
+65,292
778
$39.3M 0.02%
121,562
-4,005
779
$39.3M 0.02%
104,825
-68,908
780
$39.2M 0.02%
934,455
+348,928
781
$39.1M 0.02%
761,471
+55,536
782
$39M 0.02%
692,306
+63,880
783
$38.8M 0.02%
530,652
+44,004
784
$38.8M 0.02%
248,155
-113,514
785
$38.7M 0.02%
1,548,195
-388,653
786
$38.6M 0.02%
397,609
+85,514
787
$38.6M 0.02%
552,904
-121,368
788
$38.5M 0.02%
426,848
-2,592
789
$38.5M 0.02%
612,473
-582
790
$38.3M 0.02%
1,038,956
-25,745
791
$38.3M 0.02%
553,844
+35,216
792
$38.2M 0.02%
721,262
-3,885
793
$38.2M 0.02%
887,639
-17,723
794
$38.1M 0.02%
359,628
-16,028
795
$38.1M 0.02%
338,205
+14,773
796
$38.1M 0.02%
1,229,388
+59,987
797
$37.9M 0.01%
344,564
-542
798
$37.8M 0.01%
6,073,006
-250,689
799
$37.8M 0.01%
1,376,188
+768,866
800
$37.7M 0.01%
5,889,515
+2,394,171
30 31
32
33 34