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
2651
$7.71M ﹤0.01%
701,426
+563,735
2652
$7.71M ﹤0.01%
172,716
-79,147
2653
$7.71M ﹤0.01%
145,549
+72,921
2654
$7.69M ﹤0.01%
139,841
+36,020
2655
$7.68M ﹤0.01%
255,520
+59,882
2656
$7.67M ﹤0.01%
160,491
+87,057
2657
$7.66M ﹤0.01%
280,319
-7,204
2658
$7.66M ﹤0.01%
1,785,996
+297,869
2659
$7.65M ﹤0.01%
80,548
-36,426
2660
$7.65M ﹤0.01%
59,621
+16,295
2661
$7.63M ﹤0.01%
77,442
+36,921
2662
$7.62M ﹤0.01%
88,064
+2,310
2663
$7.61M ﹤0.01%
75,433
-11,722
2664
$7.6M ﹤0.01%
98,041
-8,827
2665
$7.58M ﹤0.01%
690,547
+135,460
2666
$7.56M ﹤0.01%
636,971
+471,099
2667
$7.56M ﹤0.01%
358,499
-394,139
2668
$7.55M ﹤0.01%
390,249
+20,810
2669
$7.55M ﹤0.01%
5,719,632
+3,302,579
2670
$7.55M ﹤0.01%
1,775,723
-173,056
2671
$7.54M ﹤0.01%
369,723
-33,859
2672
$7.53M ﹤0.01%
281,521
-9,705
2673
$7.53M ﹤0.01%
704,054
+357,802
2674
$7.52M ﹤0.01%
1,021,653
+546,344
2675
$7.51M ﹤0.01%
95,791
+3,527
105 106
107
108 109