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
76
$781M 0.31%
2,671,486
-270,666
77
$776M 0.31%
9,274,806
-108,281
78
$765M 0.3%
15,475,878
+519,426
79
$746M 0.29%
7,234,409
-92,005
80
$737M 0.29%
3,905,845
-45,322
81
$714M 0.28%
4,388,944
+117,031
82
$687M 0.27%
1,934,279
-41,449
83
$667M 0.26%
5,746,034
+820,616
84
$653M 0.26%
5,046,472
+48,709
85
$652M 0.26%
3,566,324
-576,358
86
$630M 0.25%
1,754,362
+112,433
87
$622M 0.24%
12,902,124
-1,353,900
88
$597M 0.24%
5,236,291
+121,129
89
$586M 0.23%
2,467,034
-194,770
90
$564M 0.22%
1,601,571
-301,641
91
$557M 0.22%
4,628,023
-881,229
92
$546M 0.22%
1,475,361
+10,862
93
$542M 0.21%
3,726,746
+34,574
94
$541M 0.21%
5,514,904
-35,982
95
$535M 0.21%
4,139,399
+172,073
96
$530M 0.21%
1,758,543
-125,003
97
$525M 0.21%
2,606,708
-134,427
98
$519M 0.2%
2,986,976
-182,639
99
$518M 0.2%
3,308,096
+225,939
100
$508M 0.2%
6,123,728
+129,822
2 3
4
5 6