UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
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
9701
– –
-247
9702
– –
-174
9703
– –
-16,044
9704
– –
-3,251
9705
– –
-364
9706
– –
-122
9707
– –
-1,781
9708
$0 ﹤0.01%
395
-4,030
9709
– –
-607
9710
– –
-109
9711
– –
-261
9712
– –
-206
9713
– –
-89
9714
– –
-2
9715
– –
-2,525
9716
$0 ﹤0.01%
+4
9717
$0 ﹤0.01%
8
-42
9718
– –
-1,386
9719
$0 ﹤0.01%
4
9720
– –
-75
9721
– –
-38
9722
$0 ﹤0.01%
150
-14,262
9723
– –
0
9724
$0 ﹤0.01%
+1
9725
– –
-786
387 388
389
390 391