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
926
$29.4M 0.01%
535,591
+5,737
927
$29.3M 0.01%
361,703
+118,964
928
$29.2M 0.01%
2,079,883
-3,147,190
929
$29.1M 0.01%
344,488
+14,129
930
$29M 0.01%
51,417
+2,076
931
$29M 0.01%
479,332
+65,538
932
$29M 0.01%
208,781
+33,262
933
$28.9M 0.01%
1,255,337
+4,854
934
$28.9M 0.01%
461,946
+21,455
935
$28.8M 0.01%
339,082
-117,803
936
$28.8M 0.01%
1,174,639
+403,715
937
$28.8M 0.01%
401,896
+12,616
938
$28.8M 0.01%
620,711
+85,277
939
$28.7M 0.01%
1,367,568
+942,326
940
$28.7M 0.01%
459,914
-71,670
941
$28.7M 0.01%
279,268
+52,761
942
$28.6M 0.01%
1,742,590
-776,614
943
$28.6M 0.01%
1,158,174
+967,057
944
$28.5M 0.01%
658,087
+29,667
945
$28.5M 0.01%
97,689
+4,620
946
$28.5M 0.01%
69,204
+2,046
947
$28.4M 0.01%
814,651
+386,319
948
$28.3M 0.01%
393,987
-2,573
949
$28.1M 0.01%
323,858
+14,800
950
$28.1M 0.01%
361,425
-41,223
36 37
38
39 40