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
126
$417M 0.16%
2,766,858
+425,262
127
$409M 0.16%
1,851,879
-5,996
128
$407M 0.16%
1,338,370
+228,958
129
$403M 0.16%
6,577,289
+168,560
130
$398M 0.16%
1,439,953
+15,929
131
$395M 0.16%
3,398,804
+236,654
132
$395M 0.16%
2,449,901
+586,273
133
$394M 0.16%
2,741,036
-1,054,916
134
$392M 0.15%
756,916
-271,685
135
$392M 0.15%
869
+3
136
$390M 0.15%
7,241,254
+190,593
137
$387M 0.15%
4,518,865
-500,295
138
$384M 0.15%
1,443,084
-37,492
139
$382M 0.15%
1,199,639
+35,819
140
$374M 0.15%
2,680,503
-59,892
141
$373M 0.15%
4,595,781
+83,937
142
$371M 0.15%
4,587,934
-29,869
143
$371M 0.15%
2,860,153
+249,083
144
$369M 0.15%
8,576,044
-60,873
145
$366M 0.14%
4,178,900
-331,179
146
$361M 0.14%
994,355
+58,205
147
$361M 0.14%
2,430,219
-174,569
148
$354M 0.14%
6,046,790
-510,808
149
$354M 0.14%
4,902,204
-579,089
150
$354M 0.14%
17,237,312
+2,757,311
4 5
6
7 8