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
2676
$7.5M ﹤0.01%
1,090,457
+146,838
2677
$7.5M ﹤0.01%
323,434
+310,823
2678
$7.49M ﹤0.01%
100,223
-2,493
2679
$7.48M ﹤0.01%
529,821
-107,052
2680
$7.48M ﹤0.01%
94,645
-10,448
2681
$7.47M ﹤0.01%
740,074
+136,682
2682
$7.47M ﹤0.01%
75,589
+53,822
2683
$7.46M ﹤0.01%
649,959
+88,438
2684
$7.46M ﹤0.01%
533,643
+29,458
2685
$7.44M ﹤0.01%
1,623,650
-620,939
2686
$7.43M ﹤0.01%
110,415
-47,438
2687
$7.43M ﹤0.01%
363,848
+315,089
2688
$7.43M ﹤0.01%
461,670
+90,735
2689
$7.42M ﹤0.01%
228,954
+8,020
2690
$7.42M ﹤0.01%
311,830
+5,821
2691
$7.42M ﹤0.01%
279,924
+119,503
2692
$7.4M ﹤0.01%
391,280
+383,041
2693
$7.38M ﹤0.01%
233,826
+46,738
2694
$7.38M ﹤0.01%
372,666
-281,431
2695
$7.37M ﹤0.01%
583,174
+7,521
2696
$7.35M ﹤0.01%
463,075
-661,078
2697
$7.35M ﹤0.01%
200,019
-62,305
2698
$7.34M ﹤0.01%
364,208
-2,933
2699
$7.33M ﹤0.01%
1,274,401
+273,384
2700
$7.31M ﹤0.01%
65,294
+25,708
106 107
108
109 110