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
101
$508M 0.2%
27,325,215
-3,538,857
102
$499M 0.2%
4,198,681
-1,195,357
103
$497M 0.2%
3,632,290
-167,032
104
$492M 0.19%
6,475,727
-228,559
105
$488M 0.19%
4,616,716
-2,148,497
106
$485M 0.19%
25,540,308
-890,856
107
$484M 0.19%
2,196,585
-23,262
108
$482M 0.19%
10,229,745
-1,636,320
109
$471M 0.19%
7,105,406
-495,804
110
$468M 0.18%
7,645,612
-2,397,508
111
$467M 0.18%
7,495,132
-22,933
112
$465M 0.18%
2,957,773
-197,880
113
$465M 0.18%
5,750,063
-34,796
114
$465M 0.18%
1,215,967
-72,097
115
$463M 0.18%
1,999,131
-185,172
116
$461M 0.18%
1,310,474
+16,922
117
$459M 0.18%
3,434,627
+19,563
118
$457M 0.18%
7,584,180
-1,246,510
119
$451M 0.18%
2,332,522
-123,025
120
$449M 0.18%
4,393,834
+106,744
121
$437M 0.17%
5,011,436
-410,932
122
$426M 0.17%
3,023,596
-1,133,992
123
$426M 0.17%
1,726,727
-33,666
124
$423M 0.17%
3,191,851
-317,982
125
$418M 0.16%
15,047,494
+137,950
3 4
5
6 7