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
9776
– –
-2,572
9777
$0 ﹤0.01%
4
9778
– –
-200
9779
– –
-1,494
9780
– –
-54
9781
– –
-730
9782
– –
-772
9783
– –
-1,988
9784
– –
-2,359
9785
$0 ﹤0.01%
+1
9786
– –
-2,733
9787
– –
-2,360
9788
– –
-952
9789
– –
-1,663
9790
$0 ﹤0.01%
3
-321
9791
– –
-7
9792
– –
-4,145
9793
– –
-34
9794
$0 ﹤0.01%
14
-528
9795
– –
-5
9796
– –
-944
9797
$0 ﹤0.01%
1
-14
9798
$0 ﹤0.01%
+19
9799
$0 ﹤0.01%
+15
9800
– –
-43,695
390 391
392
393 394