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
1101
$20.7M 0.01%
319,296
-369,388
1102
$20.7M 0.01%
754,350
-248,390
1103
$20.7M 0.01%
964,969
+106,294
1104
$20.7M 0.01%
536,970
-17,446
1105
$20.6M 0.01%
1,307,019
-669,790
1106
$20.6M 0.01%
477,770
+106,456
1107
$20.6M 0.01%
251,941
+26,816
1108
$20.6M 0.01%
786,783
+30
1109
$20.6M 0.01%
211,883
+5,575
1110
$20.5M 0.01%
304,533
+21,768
1111
$20.4M 0.01%
840,047
+54,407
1112
$20.4M 0.01%
1,557,013
-72,502
1113
$20.4M 0.01%
437,223
+11,289
1114
$20.3M 0.01%
949,638
-216,330
1115
$20.2M 0.01%
948,634
+336,523
1116
$20.1M 0.01%
1,027,962
+26,871
1117
$20.1M 0.01%
609,955
+470,432
1118
$20.1M 0.01%
729,135
-14,868
1119
$20M 0.01%
563,696
+123,016
1120
$20M 0.01%
294,809
-2,243
1121
$19.9M 0.01%
395,960
-34,669
1122
$19.9M 0.01%
195,795
1123
$19.9M 0.01%
1,314,691
+127,321
1124
$19.9M 0.01%
231,225
-40,545
1125
$19.8M 0.01%
1,313,744
+3,764
43 44
45
46 47