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
1401
$12.6M ﹤0.01%
311,220
+277,627
1402
$12.5M ﹤0.01%
215,062
+33,670
1403
$12.5M ﹤0.01%
1,031,371
+73,561
1404
$12.4M ﹤0.01%
500,497
+4,209
1405
$12.4M ﹤0.01%
2,720,536
+448,853
1406
$12.4M ﹤0.01%
464,640
+414,282
1407
$12.4M ﹤0.01%
46,506
+16,088
1408
$12.4M ﹤0.01%
502,664
-70,645
1409
$12.3M ﹤0.01%
486,100
-11,866
1410
$12.3M ﹤0.01%
255,153
-3,391
1411
$12.3M ﹤0.01%
48,467
+18,873
1412
$12.3M ﹤0.01%
418,631
+3,605
1413
$12.2M ﹤0.01%
114,556
-8,619
1414
$12.2M ﹤0.01%
183,799
-64,857
1415
$12.1M ﹤0.01%
167,145
-4,331
1416
$12.1M ﹤0.01%
182,698
-96,599
1417
$12.1M ﹤0.01%
247,206
-70,724
1418
$12M ﹤0.01%
152,354
-208,113
1419
$12M ﹤0.01%
574,975
+41,576
1420
$12M ﹤0.01%
316,541
+11,287
1421
$12M ﹤0.01%
44,424
-42,154
1422
$12M ﹤0.01%
235,045
-120,912
1423
$12M ﹤0.01%
369,559
+308,930
1424
$12M ﹤0.01%
460,815
-55,578
1425
$12M ﹤0.01%
76,994
-11,905
55 56
57
58 59