UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478B
AUM Growth
+$26.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,744
New
Increased
Reduced
Closed

Top Buys

1
+$780M
2
+$451M
3
+$445M
4
ACN icon
Accenture
ACN
+$420M
5
KVUE icon
Kenvue
KVUE
+$419M

Top Sells

1
+$1.44B
2
+$1.33B
3
+$970M
4
NVDA icon
NVIDIA
NVDA
+$659M
5
HPE icon
Hewlett Packard
HPE
+$591M

Sector Composition

1 Technology 22.1%
2 Financials 11.59%
3 Industrials 8.22%
4 Consumer Discretionary 8.18%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
$8.03M ﹤0.01%
830,767
-183,457
2602
$8.03M ﹤0.01%
152,856
+32,882
2603
$8.03M ﹤0.01%
8,112,745
+2,206,254
2604
$8.01M ﹤0.01%
105,298
+44,993
2605
$8.01M ﹤0.01%
1,139,616
-170,490
2606
$8.01M ﹤0.01%
1,179,495
-2,900,065
2607
$7.98M ﹤0.01%
641,340
-106,665
2608
$7.98M ﹤0.01%
1,074,470
+645,411
2609
$7.98M ﹤0.01%
91,824
-464
2610
$7.98M ﹤0.01%
316,111
-23,204
2611
$7.97M ﹤0.01%
216,597
-58,432
2612
$7.95M ﹤0.01%
122,400
+37,555
2613
$7.95M ﹤0.01%
98,483
+2,956
2614
$7.93M ﹤0.01%
108,390
+4,047
2615
$7.93M ﹤0.01%
200,794
+151,995
2616
$7.92M ﹤0.01%
248,808
-230,491
2617
$7.92M ﹤0.01%
105,467
-479
2618
$7.92M ﹤0.01%
1,382,152
+200,318
2619
$7.92M ﹤0.01%
91,193
+1,852
2620
$7.92M ﹤0.01%
209,299
+105,251
2621
$7.91M ﹤0.01%
320,216
-140,828
2622
$7.91M ﹤0.01%
239,481
-44,312
2623
$7.91M ﹤0.01%
145,416
-8,293
2624
$7.88M ﹤0.01%
+774,797
2625
$7.88M ﹤0.01%
2,105,919
-4,454,349
103 104
105
106 107