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
2701
$7.31M ﹤0.01%
284,171
+135,020
2702
$7.3M ﹤0.01%
166,760
+3,946
2703
$7.28M ﹤0.01%
198,401
+23,189
2704
$7.27M ﹤0.01%
258,760
+8,331
2705
$7.26M ﹤0.01%
874,687
+5,963
2706
$7.26M ﹤0.01%
184,998
+106,356
2707
$7.26M ﹤0.01%
37,345
+13,188
2708
$7.23M ﹤0.01%
467,163
-2,370
2709
$7.22M ﹤0.01%
153,391
+101,529
2710
$7.22M ﹤0.01%
472,649
-88,743
2711
$7.21M ﹤0.01%
83,234
-15,304
2712
$7.21M ﹤0.01%
287,927
+66,273
2713
$7.2M ﹤0.01%
148,061
+12,746
2714
$7.2M ﹤0.01%
158,956
+70,870
2715
$7.19M ﹤0.01%
87,082
-43,975
2716
$7.19M ﹤0.01%
443,937
+272,267
2717
$7.18M ﹤0.01%
650,186
+592,317
2718
$7.17M ﹤0.01%
227,348
-22,968
2719
$7.17M ﹤0.01%
1,022,159
+772,706
2720
$7.16M ﹤0.01%
1,002,585
+106,969
2721
$7.14M ﹤0.01%
54,719
+16,736
2722
$7.14M ﹤0.01%
532,180
-151,522
2723
$7.13M ﹤0.01%
559,730
+142,829
2724
$7.13M ﹤0.01%
452,377
+222,685
2725
$7.12M ﹤0.01%
492,944
-329,637
107 108
109
110 111