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
1
$8.88B 3.49%
26,391,073
-2,087,889
2
$7.91B 3.11%
44,558,562
-4,130,427
3
$4.71B 1.85%
9,913,425
+1,284,789
4
$4.29B 1.69%
25,740,160
-3,746,420
5
$3.77B 1.49%
26,056,760
-294,980
6
$2.84B 1.12%
7,148,416
+952,230
7
$2.78B 1.09%
6,693,283
-877,132
8
$2.78B 1.09%
5,818,973
+2,305,065
9
$2.75B 1.08%
153,942,977
+12,639,404
10
$2.53B 1%
15,999,870
-231,135
11
$2.52B 0.99%
7,491,610
-1,055,854
12
$2.03B 0.8%
68,887,850
-8,006,050
13
$2.02B 0.79%
11,784,058
+388,248
14
$1.96B 0.77%
13,527,120
-780,220
15
$1.8B 0.71%
5,615,377
+3,336
16
$1.79B 0.7%
8,239,573
+481,268
17
$1.76B 0.69%
5,774,247
-86,081
18
$1.76B 0.69%
27,776,271
-1,191,990
19
$1.69B 0.67%
4,079,149
-296,645
20
$1.63B 0.64%
9,947,669
-977,742
21
$1.62B 0.64%
10,987,328
+300,289
22
$1.61B 0.63%
21,529,758
+705,414
23
$1.6B 0.63%
6,276,350
+91,166
24
$1.54B 0.6%
3,060,419
+233,958
25
$1.47B 0.58%
2,584,995
-67,356
1
2 3 4 5